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 Service code 13 · EIN 35-1140070 | Contract Administrator | $49,625 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 04-2319659 | Advisory (Plan) | $15,949 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,461 | $87,870+89.4% | $113,168+47.1% | $74,304+124.0% |
| Participation rate | 97.0% | 70.7%+26.2pp | 76.6%+20.4pp | 60.3%+36.6pp |
| Annual return | 11.96% | 26.44%-14.5pp | 24.27%-12.3pp | 29.43%-17.5pp |
| Employer contribution / active EE | $4,307 | $2,277+89.1% | $2,975+44.8% | $2,241+92.2% |
| Participant deferral / active EE | $6,009 | $4,241+41.7% | $5,107+17.7% | $3,767+59.5% |
| Admin fee / account holder | $443 | $3,368-86.8% | $12,068-96.3% | $2,969-85.1% |