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 CORPORATION7 years Service code 13 · EIN 35-0472300 PO BOX 787 · FORT WAYNE, IN 46802 | Contract Administrator | $50,433 |
401K SAFE3 years Filed as: 401K SAFE 3(16), LLC Service code 31 · EIN 83-0824803 P.O. BOX 518 · ALBERTVILLE, AL 35950 | Named fiduciary | $21,895 |
STEVENS DOWD & COMPANY3 years Service code 15 · EIN 81-4671785 629 LAKELAND EAST DRIVE · JACKSON, MS 39232 | Recordkeeping | $8,915 |
ERISA SPECIALIST1 year Service code 17 · EIN 47-3852281 302 EAST MAIN STREET · ALBERTVILLE, AL 35950 | Pension Consulting | $5,353 |
INTERWEB INSURANCE2 years Service code 23 · EIN 46-5525332 94 ACOMA BOULEVARD S., STE 200 · LAKE HAVASU CITY, AZ 86403 | Insurance services | $1,436 |
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 | $39,757 | $49,451-19.6% | $79,550-50.0% | $66,914-40.6% |
| Participation rate | 73.2% | 61.3%+11.9pp | 69.5%+3.7pp | 69.8%+3.4pp |
| Annual return | -13.84% | 84.25%-98.1pp | 0.16%-14.0pp | 1.58%-15.4pp |
| Employer contribution / active EE | $1,417 | $1,266+12.0% | $2,413-41.3% | $2,544-44.3% |
| Participant deferral / active EE | $3,198 | $3,159+1.3% | $3,985-19.7% | $4,237-24.5% |
| Admin fee / account holder | $317 | $595-46.7% | $6,832-95.4% | $593-46.5% |