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 3-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 CORPORATION3+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $156,684 |
COMMONWEALTH FINANCIAL NETWORK3+ years Service code 26 · EIN 04-2675571 | Advisory (Participants) | $79,064 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,135 | $108,549-15.1% | $156,263-41.0% | $85,563+7.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 78.9%+21.1pp | 66.0%+34.0pp |
| Annual return | 17.70% | 21.79%-4.1pp | 59.47%-41.8pp | 31.51%-13.8pp |
| Employer contribution / active EE | $2,481 | $2,690-7.8% | $4,333-42.7% | $2,654-6.5% |
| Participant deferral / active EE | $4,989 | $4,800+3.9% | $6,158-19.0% | $4,375+14.0% |
| Admin fee / account holder | $409 | $650-37.0% | $14,255-97.1% | $834-50.9% |