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 | $43,625 |
Filed as: NORTHWESTERN WISCONSIN ASSOC Service code 15 · EIN 39-1444845 | Recordkeeping | $6,412 |
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 | $78,764 | $50,199+56.9% | $70,092+12.4% | $66,914+17.7% |
| Participation rate | 77.9% | 66.3%+11.6pp | 70.5%+7.5pp | 69.8%+8.1pp |
| Annual return | -14.84% | -13.85%-1.0pp | 190.73%-205.6pp | 1.58%-16.4pp |
| Employer contribution / active EE | $1,798 | $1,864-3.6% | $2,559-29.7% | $2,544-29.3% |
| Participant deferral / active EE | $3,568 | $3,112+14.7% | $3,849-7.3% | $4,237-15.8% |
| Admin fee / account holder | $414 | $600-31.0% | $6,267-93.4% | $593-30.3% |