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 CORPORATION4 years Service code 13 · EIN 35-0472300 | Contract Administrator | $52,512 |
PRECEPT ADVISORY GROUP3 years Filed as: PRECEPT ADVISORY GROUP, LLC Service code 26 · EIN 93-0959770 | Advisory (Participants) | $35,000 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,162 | $60,795+100.9% | $69,455+75.9% | $65,185+87.4% |
| Participation rate | 78.3% | 74.9%+3.4pp | 74.6%+3.7pp | 70.2%+8.1pp |
| Annual return | 23.02% | 17.46%+5.6pp | 28.97%-6.0pp | 29.38%-6.4pp |
| Employer contribution / active EE | $2,143 | $2,452-12.6% | $2,779-22.9% | $2,177-1.6% |
| Participant deferral / active EE | $7,069 | $3,162+123.6% | $3,535+99.9% | $3,514+101.2% |
| Admin fee / account holder | $386 | $314+23.2% | $3,839-89.9% | $847-54.4% |