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 CORPORATION6 years Filed as: LINCOLN RETIREMENT SERVICES Service code 13 · EIN 35-0472300 PO BOX 2212 · FORT WAYNE, IN 46081 | Contract Administrator | $74,495 |
ASCENSUS LLC3 years Filed as: MAP RETIREMENT USA Service code 14 · EIN 86-3678481 W6180 AEROTECH DR · APPLETON, WI 54914 | Plan Administrator | $47,946 |
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.)
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 | $386,166 | $122,239+215.9% | $184,203+109.6% | $74,495+418.4% |
| Participation rate | 86.9% | 85.5%+1.5pp | 86.8%+0.1pp | 67.2%+19.7pp |
| Annual return | 17.12% | 19.95%-2.8pp | 28.81%-11.7pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $1,543 | $4,537-66.0% | $6,427-76.0% | $2,623-41.2% |
| Participant deferral / active EE | $10,948 | $7,139+53.4% | $9,131+19.9% | $4,346+151.9% |
| Admin fee / account holder | $604 | $1,260-52.0% | $13,901-95.7% | $1,942-68.9% |