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 CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $64,479 |
Filed as: MORGAN STANLEY GLOBAL BANKING Service code 26 · EIN 36-3145972 | Advisory (Participants) | $39,692 |
Service code 99 · EIN 74-2533381 | Other Fees | $7,413 |
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 | $54,875 | $91,407-40.0% | $135,903-59.6% | $71,457-23.2% |
| Participation rate | 93.4% | 75.7%+17.8pp | 81.9%+11.5pp | 67.9%+25.5pp |
| Annual return | 19.39% | 29.90%-10.5pp | 68.23%-48.8pp | 28.85%-9.5pp |
| Employer contribution / active EE | $3,825 | $3,703+3.3% | $4,856-21.2% | $2,588+47.8% |
| Participant deferral / active EE | $10,597 | $7,092+49.4% | $7,758+36.6% | $4,289+147.1% |
| Admin fee / account holder | $329 | $1,266-74.0% | $10,762-96.9% | $1,587-79.3% |