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 | $36,400 |
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-0472300 | Contract Administrator | $17,727 |
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 | $95,829 | $78,485+22.1% | $106,213-9.8% | $74,495+28.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 12.04% | 15.95%-3.9pp | 116.14%-104.1pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $1,220 | $2,523-51.6% | $3,171-61.5% | $2,623-53.5% |
| Participant deferral / active EE | $5,674 | $4,322+31.3% | $5,016+13.1% | $4,346+30.6% |
| Admin fee / account holder | $433 | $2,232-80.6% | $11,033-96.1% | $1,942-77.7% |