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 Service code 13 · EIN 35-0472300 | Contract Administrator | $47,053 |
PRECEPT ADVISORY GROUP4 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 | $142,893 | $65,322+118.8% | $70,449+102.8% | $73,488+94.4% |
| Participation rate | 84.1% | 77.0%+7.1pp | 75.1%+9.0pp | 70.7%+13.4pp |
| Annual return | 19.32% | 15.71%+3.6pp | 109.03%-89.7pp | 28.51%-9.2pp |
| Employer contribution / active EE | $787 | $2,460-68.0% | $2,737-71.3% | $2,270-65.4% |
| Participant deferral / active EE | $7,826 | $3,375+131.9% | $3,709+111.0% | $3,740+109.3% |
| Admin fee / account holder | $383 | $214+79.0% | $3,845-90.0% | $513-25.3% |