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 27 · EIN 13-5674085 | Advisory (Plan) | $42,093 |
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-0472300 | Contract Administrator | $19,778 |
HAWKINS ASH CPAS1 year Filed as: HAWKINS ASH CPA'S Service code 10 · EIN 39-0912608 | Accounting | $7,000 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,293 | $84,556+30.4% | $116,228-5.1% | $74,304+48.4% |
| Participation rate | 100.0% | 66.0%+34.0pp | 74.6%+25.4pp | 60.3%+39.7pp |
| Annual return | 11.78% | 18.35%-6.6pp | 90.06%-78.3pp | 29.43%-17.7pp |
| Employer contribution / active EE | $1,256 | $2,168-42.1% | $2,994-58.1% | $2,241-44.0% |
| Participant deferral / active EE | $5,848 | $3,814+53.3% | $4,953+18.1% | $3,767+55.2% |
| Admin fee / account holder | $551 | $3,792-85.5% | $11,989-95.4% | $2,969-81.4% |