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 CORPORATION9+ years Service code 13 · EIN 35-1140070 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $66,062 |
ASCENSUS LLC2 years Filed as: MAP RETIREMENT USA LLC Service code 13 · EIN 86-3678481 W6180 AEROTECH DRIVE · APPLETON, WI 54914 | Contract Administrator | $5,406 |
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 | $108,889 | $80,724+34.9% | $103,333+5.4% | $74,495+46.2% |
| Participation rate | 86.8% | 65.7%+21.1pp | 74.5%+12.3pp | 67.2%+19.6pp |
| Annual return | 21.89% | 27.56%-5.7pp | 24.88%-3.0pp | 1364.94%-1343.1pp |
| Employer contribution / active EE | $2,000 | $3,157-36.7% | $3,868-48.3% | $2,623-23.8% |
| Participant deferral / active EE | $4,244 | $3,860+9.9% | $5,057-16.1% | $4,346-2.3% |
| Admin fee / account holder | $420 | $2,368-82.2% | $8,355-95.0% | $1,942-78.3% |