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.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $112,581 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $56,182 |
ASSOCIATED PENSION CONSULTANTS2+ years Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 15 401 BROADHOLLOW ROAD · MELVILLE, PA 11747 | Recordkeeping | $6,891 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,512 | $55,416+14.6% | $75,972-16.4% | $77,643-18.2% |
| Participation rate | 64.4% | 63.6%+0.8pp | 69.1%-4.6pp | 70.6%-6.2pp |
| Annual return | 15.23% | 17.07%-1.8pp | 359.55%-344.3pp | 31.24%-16.0pp |
| Employer contribution / active EE | $1,992 | $1,788+11.4% | $2,685-25.8% | $2,726-26.9% |
| Participant deferral / active EE | $3,830 | $3,447+11.1% | $4,255-10.0% | $4,647-17.6% |
| Admin fee / account holder | $388 | $414-6.3% | $6,467-94.0% | $430-9.9% |