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 CORPORATION3+ years Service code 13 · EIN 35-1140070 1301 S HARRISON STREET · FORT WAYNE, IN 468012248 | Contract Administrator | $60,171 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 2056 WESTINGS AVENUE · NAPERVILLE, IL 60563 | Advisory (Plan) | $27,086 |
WIPFLI LLP1 year Service code 27 · EIN 39-0758449 4949 HARRISON AVE #300 · ROCKFORD, IL 61108 | Advisory (Plan) | $9,950 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,887 | $47,126-66.3% | $149,673-89.4% | $74,419-78.7% |
| Participation rate | 89.0% | 63.4%+25.6pp | 78.8%+10.2pp | 70.7%+18.3pp |
| Annual return | 20.48% | 22.75%-2.3pp | 134.42%-113.9pp | 34.38%-13.9pp |
| Employer contribution / active EE | $2,815 | $1,905+47.7% | $4,818-41.6% | $2,637+6.7% |
| Participant deferral / active EE | $5,428 | $2,728+99.0% | $5,680-4.4% | $4,528+19.9% |
| Admin fee / account holder | $370 | $343+7.8% | $13,210-97.2% | $348+6.2% |