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 |
|---|---|---|
DEFINITI LLC1 year Filed as: DEFINITI Service code 15 · EIN 85-0833363 3 HOLLAND STREET · ERIE, PA 16507 | Recordkeeping | $87,628 |
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 1301 S HARRISON STREET · FORT WAYNE, IN 468012248 | Contract Administrator | $75,786 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 2056 WESTINGS AVENUE · NAPERVILLE, IL 60563 | Advisory (Plan) | $36,130 |
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 | $17,119 | $55,415-69.1% | $155,509-89.0% | $74,495-77.0% |
| Participation rate | 92.2% | 61.9%+30.3pp | 78.2%+14.0pp | 67.2%+25.0pp |
| Annual return | 11.97% | 268.50%-256.5pp | 64.67%-52.7pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $3,081 | $2,267+35.9% | $4,672-34.1% | $2,623+17.4% |
| Participant deferral / active EE | $6,659 | $2,836+134.8% | $5,626+18.4% | $4,346+53.2% |
| Admin fee / account holder | $443 | $1,738-74.5% | $15,912-97.2% | $1,942-77.2% |