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 9-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 CORPORATION9 years Service code 28 · EIN 35-0472300 | Investment Management | $54,797 |
Filed as: UBS FINANCIAL SERVICES Service code 28 · EIN 13-2638166 17775 W BLUEMOUND ROAD · BROOKFIELD, WA 53045 | Investment Management | $16,399 |
DEFINITI LLC2 years Filed as: DEFINITI Service code 13 · EIN 85-0833363 2201 TIMBERLOCH PL · THE WOODLANDS, TX 77380 | Contract Administrator | $9,700 |
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 | $43,806 | $62,624-30.0% | $177,989-75.4% | $77,643-43.6% |
| Participation rate | 39.8% | 66.8%-27.0pp | 77.1%-37.3pp | 70.6%-30.8pp |
| Annual return | 10.56% | 16.16%-5.6pp | 294.48%-283.9pp | 31.24%-20.7pp |
| Employer contribution / active EE | $858 | $1,909-55.0% | $3,949-78.3% | $2,726-68.5% |
| Participant deferral / active EE | $1,655 | $4,219-60.8% | $6,276-73.6% | $4,647-64.4% |
| Admin fee / account holder | $448 | $386+16.2% | $10,363-95.7% | $430+4.1% |