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 CORPORATION3 years Filed as: LINCOLN RETIREMENT SERVICES Service code 13 · EIN 35-0472300 PO BOX 2212 · FORT WAYNE, IN 46081 | Contract Administrator | $99,006 |
GORRELICK, TIEVY & ABACUS3 years Service code 14 · EIN 45-4369278 15245 SHADY GROVE ROAD · ROCKVILLE, MD 20850 | Plan Administrator | $19,145 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $332,171 | $121,341+173.8% | $189,513+75.3% | $79,386+318.4% |
| Participation rate | 80.3% | 86.1%-5.8pp | 87.8%-7.5pp | 70.7%+9.6pp |
| Annual return | 16.33% | 21.08%-4.7pp | 555.15%-538.8pp | 116.85%-100.5pp |
| Employer contribution / active EE | $2,440 | $3,915-37.7% | $6,162-60.4% | $2,427+0.5% |
| Participant deferral / active EE | $11,410 | $6,395+78.4% | $8,221+38.8% | $4,046+182.0% |
| Admin fee / account holder | $611 | $651-6.2% | $12,045-94.9% | $626-2.4% |