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 CORPORATION9 years Service code 13 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $195,652 |
HUNNEX AND SHOEMAKER, INC.4 years Filed as: HUNNEX & SHOEMAKER Service code 13 · EIN 91-1072394 | Contract Administrator | $37,423 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS LLP Service code 16 · EIN 44-0160260 PO BOX 602828 · CHARLOTTE, NC 28260 | Consulting | $18,900 |
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 | $59,816 | $56,767+5.4% | $101,794-41.2% | $85,563-30.1% |
| Participation rate | 78.6% | 57.6%+21.0pp | 69.2%+9.4pp | 66.0%+12.6pp |
| Annual return | 18.16% | 17.76%+0.4pp | 30.53%-12.4pp | 31.51%-13.3pp |
| Employer contribution / active EE | $1,563 | $1,112+40.5% | $2,289-31.7% | $2,654-41.1% |
| Participant deferral / active EE | $5,688 | $2,720+109.1% | $4,084+39.3% | $4,375+30.0% |
| Admin fee / account holder | $320 | $1,098-70.9% | $8,777-96.4% | $834-61.7% |