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 CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $46,946 |
Filed as: NORTHWESTERN WISCONSIN ASSOC Service code 15 · EIN 39-1444845 | Recordkeeping | $6,154 |
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 | $87,347 | $56,423+54.8% | $77,163+13.2% | $71,457+22.2% |
| Participation rate | 78.4% | 64.3%+14.1pp | 69.6%+8.8pp | 67.9%+10.5pp |
| Annual return | 16.14% | 19.05%-2.9pp | 37.87%-21.7pp | 28.85%-12.7pp |
| Employer contribution / active EE | $1,804 | $1,866-3.3% | $2,535-28.8% | $2,588-30.3% |
| Participant deferral / active EE | $3,529 | $3,142+12.3% | $3,833-7.9% | $4,289-17.7% |
| Admin fee / account holder | $399 | $1,429-72.1% | $5,472-92.7% | $1,587-74.8% |