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 7-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 CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $890,793 |
MOSS ADAMS LLP6 years Service code 10 · EIN 91-0189318 | Accounting | $5,250 |
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 | $114,022 | $115,744-1.5% | $100,391+13.6% | $199,593-42.9% |
| Participation rate | 71.7% | 85.7%-13.9pp | 81.5%-9.7pp | 72.0%-0.2pp |
| Annual return | 10.78% | 17.79%-7.0pp | 49.20%-38.4pp | 34.25%-23.5pp |
| Employer contribution / active EE | $2,688 | $3,657-26.5% | $3,942-31.8% | $3,034-11.4% |
| Participant deferral / active EE | $6,321 | $9,844-35.8% | $8,082-21.8% | $5,087+24.3% |
| Admin fee / account holder | $322 | $93+247.0% | $7,899-95.9% | $269+19.9% |