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 CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $61,042 |
THE RETIREMENT ADVANTAGE INC2 years Service code 15 600 S NICOLET RD · APPLETON, WI 54914 | Recordkeeping | $5,713 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,805 | $31,741+56.9% | $56,411-11.7% | $199,593-75.0% |
| Participation rate | 12.4% | 32.3%-19.9pp | 52.5%-40.1pp | 72.0%-59.6pp |
| Annual return | 12.62% | 14.72%-2.1pp | 1701.33%-1688.7pp | 34.25%-21.6pp |
| Employer contribution / active EE | $347 | $508-31.6% | $1,039-66.6% | $3,034-88.6% |
| Participant deferral / active EE | $593 | $1,184-49.9% | $1,952-69.6% | $5,087-88.3% |
| Admin fee / account holder | $321 | $426-24.7% | $2,829-88.7% | $269+19.4% |