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 CORPORATION5 years Filed as: LNCOLN NATIONAL CORPORATION Service code 13 · EIN 35-0472300 | Contract Administrator | $54,887 |
USI CONSULTING GROUP5 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $25,750 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN ARMSTRONG CPAS Service code 10 · EIN 95-3109182 | Accounting | $8,565 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,253 | $49,915+16.7% | $154,803-62.4% | $74,304-21.6% |
| Participation rate | 56.1% | 54.0%+2.1pp | 78.1%-22.0pp | 60.3%-4.3pp |
| Annual return | 10.03% | 34.06%-24.0pp | 58.88%-48.8pp | 29.43%-19.4pp |
| Employer contribution / active EE | $722 | $1,611-55.2% | $4,305-83.2% | $2,241-67.8% |
| Participant deferral / active EE | $1,834 | $2,255-18.7% | $5,540-66.9% | $3,767-51.3% |
| Admin fee / account holder | $501 | $2,189-77.1% | $14,329-96.5% | $2,969-83.1% |