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 5-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 Service code 13 · EIN 35-0472300 | Contract Administrator | $117,723 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 16 · EIN 20-8764829 | Consulting | $55,552 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,429 | $50,982+36.2% | $154,803-55.2% | $85,563-18.9% |
| Participation rate | 62.3% | 59.8%+2.5pp | 78.1%-15.8pp | 66.0%-3.6pp |
| Annual return | 12.49% | 30.35%-17.9pp | 58.88%-46.4pp | 31.51%-19.0pp |
| Employer contribution / active EE | $961 | $1,708-43.7% | $4,305-77.7% | $2,654-63.8% |
| Participant deferral / active EE | $2,966 | $2,474+19.9% | $5,540-46.5% | $4,375-32.2% |
| Admin fee / account holder | $319 | $846-62.3% | $14,329-97.8% | $834-61.8% |