Unlock peer percentile detail for $4.99 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 | $133,389 |
COMMONWEALTH FINANCIAL NETWORK2+ years Service code 26 · EIN 04-2675571 | Advisory (Participants) | $69,732 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,611 | $89,465-8.8% | $164,866-50.5% | $77,671+5.1% |
| Participation rate | 99.6% | 78.6%+21.0pp | 78.6%+21.0pp | 70.6%+29.0pp |
| Annual return | 12.42% | 28.81%-16.4pp | 69.97%-57.5pp | 31.21%-18.8pp |
| Employer contribution / active EE | $2,511 | $2,568-2.2% | $4,343-42.2% | $2,726-7.9% |
| Participant deferral / active EE | $4,770 | $4,897-2.6% | $6,033-20.9% | $4,648+2.6% |
| Admin fee / account holder | $371 | $340+9.2% | $12,689-97.1% | $430-13.9% |