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 | $118,487 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 | Advisory (Participants) | $56,861 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,492 | $89,808-36.0% | $100,391-42.7% | $77,643-26.0% |
| Participation rate | 92.1% | 81.2%+10.9pp | 81.5%+10.6pp | 70.6%+21.5pp |
| Annual return | 11.29% | 20.62%-9.3pp | 49.20%-37.9pp | 31.24%-19.9pp |
| Employer contribution / active EE | $2,140 | $3,039-29.6% | $3,942-45.7% | $2,726-21.5% |
| Participant deferral / active EE | $6,349 | $8,284-23.4% | $8,082-21.4% | $4,647+36.6% |
| Admin fee / account holder | $362 | $174+107.8% | $7,899-95.4% | $430-15.8% |