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 CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $34,153 |
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 | $98,078 | $59,805+64.0% | $79,550+23.3% | $68,494+43.2% |
| Participation rate | 78.7% | 61.1%+17.6pp | 69.5%+9.2pp | 67.9%+10.8pp |
| Annual return | -15.57% | -12.30%-3.3pp | 0.16%-15.7pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,333 | $1,505-11.4% | $2,413-44.7% | $2,596-48.6% |
| Participant deferral / active EE | $4,517 | $3,024+49.4% | $3,985+13.3% | $4,027+12.2% |
| Admin fee / account holder | $464 | $4,835-90.4% | $6,832-93.2% | $5,403-91.4% |