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 CORPORATION8+ years Service code 13 · EIN 35-1140070 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $57,343 |
ASCENSUS LLC1 year Filed as: MAP RETIREMENT USA LLC Service code 13 · EIN 86-3678481 W6180 AEROTECH DRIVE · APPLETON, WI 54914 | Contract Administrator | $1,900 |
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 | $94,352 | $76,670+23.1% | $96,683-2.4% | $71,457+32.0% |
| Participation rate | 81.3% | 66.6%+14.7pp | 74.3%+7.0pp | 67.9%+13.4pp |
| Annual return | 6.45% | 48.29%-41.8pp | 35.69%-29.2pp | 28.85%-22.4pp |
| Employer contribution / active EE | $1,806 | $3,031-40.4% | $3,737-51.7% | $2,588-30.2% |
| Participant deferral / active EE | $4,307 | $3,771+14.2% | $4,878-11.7% | $4,289+0.4% |
| Admin fee / account holder | $344 | $2,028-83.0% | $6,730-94.9% | $1,587-78.3% |