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 CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $110,039 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $43,085 |
MEICHER & ASSOCIATES2 years Service code 10 · EIN 39-1659894 | Accounting | $9,600 |
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 | $89,400 | $99,957-10.6% | $149,696-40.3% | $73,488+21.7% |
| Participation rate | 97.2% | 75.7%+21.5pp | 82.5%+14.7pp | 70.7%+26.5pp |
| Annual return | 13.89% | 53.87%-40.0pp | 276.60%-262.7pp | 28.51%-14.6pp |
| Employer contribution / active EE | $1,938 | $3,191-39.3% | $4,644-58.3% | $2,270-14.6% |
| Participant deferral / active EE | $8,131 | $6,073+33.9% | $6,842+18.8% | $3,740+117.4% |
| Admin fee / account holder | $427 | $551-22.4% | $9,309-95.4% | $513-16.8% |