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 CORPORATION2+ years Service code 15 · EIN 35-0472300 | Recordkeeping | $34,414 |
NATIONAL BENEFIT SERVICES, LLC2+ years Service code 15 · EIN 20-3886993 | Recordkeeping | $4,250 |
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 | $97,422 | $93,571+4.1% | $135,903-28.3% | $75,163+29.6% |
| Participation rate | 75.4% | 75.2%+0.2pp | 81.9%-6.5pp | 67.2%+8.2pp |
| Annual return | 11.35% | 30.90%-19.6pp | 68.23%-56.9pp | 160.62%-149.3pp |
| Employer contribution / active EE | $2,186 | $3,537-38.2% | $4,856-55.0% | $2,670-18.1% |
| Participant deferral / active EE | $5,234 | $6,404-18.3% | $7,758-32.5% | $4,125+26.9% |
| Admin fee / account holder | $516 | $6,975-92.6% | $10,762-95.2% | $5,651-90.9% |