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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $46,609 |
KATHMERE CAPITAL MANAGEMENT5 years Service code 16 · EIN 81-1449683 | Consulting | $32,473 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $90,173 | $59,417+51.8% | $93,606-3.7% | $74,495+21.0% |
| Participation rate | 72.2% | 59.7%+12.6pp | 68.7%+3.5pp | 67.2%+5.0pp |
| Annual return | 11.75% | 81.83%-70.1pp | 133.20%-121.4pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $932 | $1,264-26.2% | $2,420-61.5% | $2,623-64.5% |
| Participant deferral / active EE | $4,030 | $3,050+32.1% | $4,411-8.6% | $4,346-7.3% |
| Admin fee / account holder | $586 | $3,021-80.6% | $8,285-92.9% | $1,942-69.8% |