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 6-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 |
|---|---|---|
Filed as: LINCOLN NATIONAL LIFE INSURANCE CO Service code 13 · EIN 35-1140070 | Contract Administrator | $53,531 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 27 · EIN 26-4310844 | Advisory (Plan) | $35,879 |
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 | $36,891 | $79,171-53.4% | $102,423-64.0% | $74,495-50.5% |
| Participation rate | 77.6% | 74.8%+2.8pp | 76.5%+1.1pp | 67.2%+10.4pp |
| Annual return | 14.59% | 54.93%-40.3pp | 29.32%-14.7pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $2,254 | $2,362-4.6% | $3,023-25.4% | $2,623-14.1% |
| Participant deferral / active EE | $4,931 | $4,415+11.7% | $5,053-2.4% | $4,346+13.5% |
| Admin fee / account holder | $406 | $2,001-79.7% | $9,451-95.7% | $1,942-79.1% |