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 CORPORATION5 years Filed as: LINCOLN RETIREMENT SERVICES Service code 13 · EIN 35-0472300 PO BOX 2212 · FORT WAYNE, IN 46081 | Contract Administrator | $82,675 |
ASCENSUS LLC2 years Filed as: MAP RETIREMENT USA Service code 14 · EIN 86-3678481 W6180 AEROTECH DR · APPLETON, WI 54914 | Plan Administrator | $21,706 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $319,601 | $130,194+145.5% | $169,993+88.0% | $71,457+347.3% |
| Participation rate | 87.9% | 86.1%+1.8pp | 87.0%+0.9pp | 67.9%+20.0pp |
| Annual return | 19.83% | 20.37%-0.5pp | 53.37%-33.5pp | 28.85%-9.0pp |
| Employer contribution / active EE | $1,516 | $4,381-65.4% | $6,785-77.7% | $2,588-41.4% |
| Participant deferral / active EE | $11,169 | $6,923+61.3% | $10,408+7.3% | $4,289+160.4% |
| Admin fee / account holder | $499 | $966-48.3% | $12,815-96.1% | $1,587-68.6% |