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 35-0472300 P.O BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $38,920 |
PREFERRED PENSION SOLUTIONS5 years Service code 15 · EIN 81-0608685 10585 E. 21ST ST. N. · WICHITA, KS 67206 | Recordkeeping | $7,646 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $91,470 | $78,485+16.5% | $106,213-13.9% | $74,495+22.8% |
| Participation rate | 60.5% | 72.8%-12.3pp | 75.3%-14.8pp | 67.2%-6.7pp |
| Annual return | 11.75% | 15.95%-4.2pp | 116.14%-104.4pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $3,196 | $2,523+26.7% | $3,171+0.8% | $2,623+21.8% |
| Participant deferral / active EE | $4,180 | $4,322-3.3% | $5,016-16.7% | $4,346-3.8% |
| Admin fee / account holder | $316 | $2,232-85.9% | $11,033-97.1% | $1,942-83.7% |