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 CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $33,367 |
Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 33 · EIN 20-3247391 | Securities brokerage; Securities brok... | $9,286 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 16 · EIN 84-4519624 | Consulting | $7,474 |
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 | $62,820 | $71,883-12.6% | $86,677-27.5% | $68,494-8.3% |
| Participation rate | 75.0% | 72.2%+2.8pp | 76.6%-1.6pp | 67.9%+7.1pp |
| Annual return | -14.43% | 3.52%-18.0pp | 35.91%-50.3pp | -7.84%-6.6pp |
| Employer contribution / active EE | $792 | $2,173-63.6% | $2,836-72.1% | $2,596-69.5% |
| Participant deferral / active EE | $6,578 | $3,779+74.1% | $4,656+41.3% | $4,027+63.3% |
| Admin fee / account holder | $444 | $6,112-92.7% | $7,493-94.1% | $5,403-91.8% |