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 35-0472300 | Contract Administrator | $38,807 |
NICOL ADVISORS CORP2 years Service code 27 · EIN 20-3314636 | Advisory (Plan) | $13,578 |
Filed as: BENEFIT PLANS PLUS Service code 15 · EIN 43-1829594 | Recordkeeping | $3,928 |
SCHUMACHER FINANCIAL SERVICES2 years Service code 15 · EIN 43-0743199 | Recordkeeping | $3,830 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,487 | $70,908-38.7% | $98,907-56.0% | $73,488-40.8% |
| Participation rate | 78.7% | 73.8%+4.9pp | 76.0%+2.7pp | 70.7%+8.0pp |
| Annual return | 6.32% | 34.17%-27.9pp | 196.43%-190.1pp | 28.51%-22.2pp |
| Employer contribution / active EE | $1,735 | $2,036-14.8% | $2,689-35.5% | $2,270-23.6% |
| Participant deferral / active EE | $3,602 | $3,500+2.9% | $4,244-15.1% | $3,740-3.7% |
| Admin fee / account holder | $301 | $535-43.8% | $6,642-95.5% | $513-41.4% |