See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $38,151 |
Service code 27 · EIN 47-1411118 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $31,236 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,718 | $55,415+69.1% | $155,509-39.7% | $74,495+25.8% |
| Participation rate | 77.2% | 61.9%+15.3pp | 78.2%-0.9pp | 67.2%+10.0pp |
| Annual return | 14.54% | 268.50%-254.0pp | 64.67%-50.1pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $2,955 | $2,267+30.3% | $4,672-36.8% | $2,623+12.7% |
| Participant deferral / active EE | $6,311 | $2,836+122.5% | $5,626+12.2% | $4,346+45.2% |
| Admin fee / account holder | $362 | $1,738-79.2% | $15,912-97.7% | $1,942-81.4% |