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 4-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 CORPORATION1+ years Service code 15 · EIN 35-0472300 | Recordkeeping | $39,398 |
NATIONAL BENEFIT SERVICES, LLC1+ years Service code 15 · EIN 20-3886993 | Recordkeeping | $5,125 |
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 | $71,106 | $82,664-14.0% | $125,339-43.3% | $68,494+3.8% |
| Participation rate | 71.6% | 75.0%-3.4pp | 82.4%-10.7pp | 67.9%+3.8pp |
| Annual return | -14.59% | -5.97%-8.6pp | 572.05%-586.6pp | -7.84%-6.7pp |
| Employer contribution / active EE | $3,578 | $3,381+5.8% | $4,814-25.7% | $2,596+37.8% |
| Participant deferral / active EE | $7,406 | $6,110+21.2% | $7,446-0.5% | $4,027+83.9% |
| Admin fee / account holder | $335 | $6,275-94.7% | $10,010-96.7% | $5,403-93.8% |