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 9-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 CORPORATION6 years Filed as: LINCOLN INVESTMENT PLANNING LLC Service code 22 3101 N CENTRAL AVENUE · PHOENIX, AZ 85012 | Insurance Broker | $101,552 |
PENSERV PLAN SERVICES, INC.9+ years Filed as: PENSERV PLAN SERVICES, INC Service code 15 102 TRADE ZONE DRIVE · WEST COLUMBIA, SC 29170 | Recordkeeping | $24,623 |
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 | $53,631 | $50,820+5.5% | $155,567-65.5% | $77,671-31.0% |
| Participation rate | 91.9% | 63.1%+28.8pp | 78.2%+13.7pp | 70.6%+21.3pp |
| Annual return | 18.81% | 34.85%-16.0pp | 64.74%-45.9pp | 31.21%-12.4pp |
| Employer contribution / active EE | $2,096 | $1,993+5.2% | $4,674-55.2% | $2,726-23.1% |
| Participant deferral / active EE | $3,477 | $2,823+23.2% | $5,628-38.2% | $4,648-25.2% |
| Admin fee / account holder | $303 | $436-30.5% | $15,916-98.1% | $430-29.7% |