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 CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $44,630 |
Filed as: NORTHWESTERN WISCONSIN ASSOC Service code 15 · EIN 39-1444845 | Recordkeeping | $7,102 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $92,338 | $59,584+55.0% | $86,874+6.3% | $79,386+16.3% |
| Participation rate | 70.4% | 67.7%+2.8pp | 71.6%-1.2pp | 70.7%-0.3pp |
| Annual return | 14.56% | 23.15%-8.6pp | 63.52%-49.0pp | 116.85%-102.3pp |
| Employer contribution / active EE | $1,551 | $1,768-12.3% | $2,495-37.9% | $2,427-36.1% |
| Participant deferral / active EE | $3,020 | $3,036-0.5% | $3,699-18.4% | $4,046-25.4% |
| Admin fee / account holder | $413 | $604-31.7% | $5,828-92.9% | $626-34.1% |