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 CORPORATION6 years Service code 13 · EIN 35-0472300 P.O. BOX 7877 FORT · WAYNE, IN 46802 | Contract Administrator | $86,953 |
QBI, LLC6 years Service code 15 · EIN 26-2768667 LORRAINE S. BLEDSOE · HUNTINGTON BEACH, CA 92649 | Recordkeeping | $7,950 |
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 | $46,163 | $39,195+17.8% | $98,755-53.3% | $79,386-41.9% |
| Participation rate | 100.0% | 59.8%+40.2pp | 65.7%+34.3pp | 70.7%+29.3pp |
| Annual return | 11.22% | 19.95%-8.7pp | 49.91%-38.7pp | 116.85%-105.6pp |
| Employer contribution / active EE | $1,631 | $1,334+22.2% | $2,067-21.1% | $2,427-32.8% |
| Participant deferral / active EE | $4,157 | $2,333+78.2% | $3,035+37.0% | $4,046+2.8% |
| Admin fee / account holder | $322 | $365-11.8% | $4,076-92.1% | $626-48.6% |