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 CORPORATION4 years Filed as: LINCOLN RETIREMENT SERVICES Service code 13 · EIN 35-0472300 PO BOX 2212 · FORT WAYNE, IN 46081 | Contract Administrator | $101,021 |
GORRELICK, TIEVY & ABACUS4 years Service code 14 · EIN 45-4369278 15245 SHADY GROVE ROAD · ROCKVILLE, MD 20850 | Plan Administrator | $14,116 |
ASCENSUS LLC1 year Filed as: MAP RETIREMENT USA Service code 14 · EIN 86-3678481 W6180 AEROTECH DR · APPLETON, WI 54914 | Plan Administrator | $4,881 |
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.
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 | $268,263 | $102,553+161.6% | $151,611+76.9% | $66,914+300.9% |
| Participation rate | 86.7% | 85.5%+1.2pp | 87.5%-0.7pp | 69.8%+16.9pp |
| Annual return | -19.75% | -10.82%-8.9pp | 3.33%-23.1pp | 1.58%-21.3pp |
| Employer contribution / active EE | $2,799 | $4,180-33.0% | $6,166-54.6% | $2,544+10.0% |
| Participant deferral / active EE | $10,780 | $6,641+62.3% | $8,363+28.9% | $4,237+154.4% |
| Admin fee / account holder | $598 | $630-5.1% | $11,616-94.9% | $593+0.8% |