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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $132,315 |
Filed as: LINCOLN FINANCIAL ADVISORS CORPORAT Service code 99 1300 S CLINTON ST STE 150 · FORT WAYNE, IN 46802 | Other Fees | $24,764 |
PHILLIPS LYTLE LLP1 year Service code 99 · EIN 66-6000666 | Other Fees | $14,111 |
FREED MAXICK CPAS PC2+ years Service code 99 424 MAIN ST · BUFFALO, NY 14202 | Other Fees | $13,650 |
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 | $147,130 | $61,272+140.1% | $149,673-1.7% | $71,457+105.9% |
| Participation rate | 96.9% | 62.5%+34.4pp | 78.8%+18.1pp | 67.9%+29.0pp |
| Annual return | 15.16% | 35.85%-20.7pp | 134.42%-119.3pp | 28.85%-13.7pp |
| Employer contribution / active EE | $3,478 | $2,378+46.3% | $4,818-27.8% | $2,588+34.4% |
| Participant deferral / active EE | $4,078 | $2,917+39.8% | $5,680-28.2% | $4,289-4.9% |
| Admin fee / account holder | $615 | $1,261-51.2% | $13,210-95.3% | $1,587-61.2% |