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 | $87,870-34.5% | $113,168-49.1% | $74,304-22.5% |
| Participation rate | 68.8% | 70.7%-2.0pp | 76.6%-7.8pp | 60.3%+8.4pp |
| Annual return | 10.40% | 26.44%-16.0pp | 24.27%-13.9pp | 29.43%-19.0pp |
| Employer contribution / active EE | $1,047 | $2,277-54.0% | $2,975-64.8% | $2,241-53.3% |
| Participant deferral / active EE | $3,081 | $4,241-27.3% | $5,107-39.7% | $3,767-18.2% |
| Admin fee / account holder | $365 | $3,368-89.2% | $12,068-97.0% | $2,969-87.7% |