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 CORPORATION11+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $26,086 |
SMITH & HOWARD, PC2 years Filed as: SMITH AND HOWARD PC Service code 27 PO BOX 737844 · DALLAS, TX 75373 | Advisory (Plan) | $8,936 |
TPA CORPORATION4 years Filed as: TPA AT TIME OF FEE WITHDRAWAL Service code 15 · EIN 35-1140070 | Recordkeeping | $5,093 |
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.)
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 | $57,567 | $85,515-32.7% | $112,040-48.6% | $67,986-15.3% |
| Participation rate | 68.8% | 68.2%+0.5pp | 76.5%-7.7pp | 57.2%+11.5pp |
| Annual return | 10.40% | 29.68%-19.3pp | 24.52%-14.1pp | 31.67%-21.3pp |
| Employer contribution / active EE | $1,047 | $2,191-52.2% | $2,954-64.5% | $2,019-48.1% |
| Participant deferral / active EE | $3,081 | $4,014-23.2% | $5,098-39.6% | $3,358-8.2% |
| Admin fee / account holder | $365 | $3,774-90.3% | $12,098-97.0% | $3,203-88.6% |