See peer percentile detail. $4.99 for your first month.
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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 CORPORATION8 years Service code 13 · EIN 35-0472300 PO BOX 787 · FORT WAYNE, IN 46802 | Contract Administrator | $53,835 |
LBMC, PC3 years Service code 23 · EIN 62-1199757 PO BOX 1869 · BRENTWOOD, TN 37024 | Insurance services | $24,285 |
ERISA SPECIALIST2 years Service code 17 · EIN 47-3852281 302 EAST MAIN STREET · ALBERTVILLE, AL 35950 | Pension Consulting | $12,068 |
401K SAFE4 years Filed as: 401K SAFE 3(16), LLC Service code 31 · EIN 83-0824803 P.O. BOX 518 · ALBERTVILLE, AL 35950 | Named fiduciary | $9,978 |
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.
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 | $55,767 | $54,701+1.9% | $86,188-35.3% | $71,457-22.0% |
| Participation rate | 71.0% | 60.1%+10.9pp | 69.0%+2.1pp | 67.9%+3.1pp |
| Annual return | 10.80% | 20.06%-9.3pp | 1168.45%-1157.6pp | 28.85%-18.0pp |
| Employer contribution / active EE | $1,542 | $1,265+21.9% | $2,380-35.2% | $2,588-40.4% |
| Participant deferral / active EE | $3,637 | $3,108+17.0% | $3,985-8.7% | $4,289-15.2% |
| Admin fee / account holder | $414 | $1,922-78.5% | $6,852-94.0% | $1,587-73.9% |