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 10-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 CORPORATION8 years Service code 13 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $168,744 |
HUNNEX AND SHOEMAKER, INC.3 years Filed as: HUNNEX & SHOEMAKER Service code 13 · EIN 91-1072394 | Contract Administrator | $47,928 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,189 | $54,193-5.5% | $93,606-45.3% | $77,643-34.1% |
| Participation rate | 74.8% | 63.9%+10.8pp | 68.7%+6.0pp | 70.6%+4.2pp |
| Annual return | 12.81% | 30.54%-17.7pp | 133.20%-120.4pp | 31.24%-18.4pp |
| Employer contribution / active EE | $1,821 | $1,168+55.9% | $2,420-24.8% | $2,726-33.2% |
| Participant deferral / active EE | $5,454 | $3,144+73.5% | $4,411+23.6% | $4,647+17.4% |
| Admin fee / account holder | $314 | $576-45.4% | $8,285-96.2% | $430-27.0% |