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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 | Contract Administrator | $43,104 |
CLEARPOINT CAPITAL1 year Filed as: CLEARPOINT CAPITAL- AMERIPRIS Service code 16 · EIN 41-0973005 23 WATER ST. · BANGOR, ME 04401 | Consulting | $21,313 |
BERRY DUNN2+ years Filed as: BERRYDUNN Service code 10 · EIN 01-0523282 100 MIDDLE STREET · PORTLAND, ME 04101 | Accounting | $13,956 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,092 | $65,061-19.9% | $143,757-63.8% | $66,914-22.2% |
| Participation rate | 43.1% | 65.2%-22.1pp | 80.3%-37.2pp | 69.8%-26.7pp |
| Annual return | -9.44% | -11.14%+1.7pp | -0.04%-9.4pp | 1.58%-11.0pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,322 | $2,919-54.7% | $5,637-76.6% | $4,237-68.8% |
| Admin fee / account holder | $353 | $502-29.7% | $14,673-97.6% | $593-40.5% |