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 Service code 13 · EIN 35-1140070 | Contract Administrator | $48,428 |
NFP RETIREMENT INC1 year Service code 27 · EIN 35-2552359 | Advisory (Plan) | $16,372 |
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 | $198,427 | $79,171+150.6% | $102,423+93.7% | $74,495+166.4% |
| Participation rate | 96.0% | 74.8%+21.2pp | 76.5%+19.5pp | 67.2%+28.8pp |
| Annual return | 16.10% | 54.93%-38.8pp | 29.32%-13.2pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $4,483 | $2,362+89.8% | $3,023+48.3% | $2,623+70.9% |
| Participant deferral / active EE | $6,108 | $4,415+38.3% | $5,053+20.9% | $4,346+40.6% |
| Admin fee / account holder | $466 | $2,001-76.7% | $9,451-95.1% | $1,942-76.0% |