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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $57,468 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE Service code 16 · EIN 39-0859910 | Consulting | $9,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,734 | $86,332+15.5% | $125,175-20.3% | $65,185+53.0% |
| Participation rate | 48.6% | 75.3%-26.7pp | 79.8%-31.1pp | 70.2%-21.6pp |
| Annual return | 21.97% | 27.43%-5.5pp | 43.79%-21.8pp | 29.38%-7.4pp |
| Employer contribution / active EE | $730 | $2,040-64.2% | $3,865-81.1% | $2,177-66.5% |
| Participant deferral / active EE | $2,475 | $3,537-30.0% | $4,937-49.9% | $3,514-29.6% |
| Admin fee / account holder | $756 | $609+24.1% | $9,702-92.2% | $847-10.8% |