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 |
|---|---|---|
Filed as: MERRILL LYNCH Service code 13 · EIN 13-5674085 | Contract Administrator | $34,335 |
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-0472300 | Contract Administrator | $17,775 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,819 | $71,516+29.8% | $98,439-5.7% | $71,457+29.9% |
| Participation rate | 98.0% | 72.7%+25.3pp | 75.2%+22.8pp | 67.9%+30.1pp |
| Annual return | 5.49% | 32.41%-26.9pp | 21.16%-15.7pp | 28.85%-23.4pp |
| Employer contribution / active EE | $1,266 | $2,399-47.2% | $3,048-58.5% | $2,588-51.1% |
| Participant deferral / active EE | $5,866 | $4,109+42.8% | $4,738+23.8% | $4,289+36.8% |
| Admin fee / account holder | $449 | $1,675-73.2% | $8,948-95.0% | $1,587-71.7% |