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 | Contract Administrator | $94,593 |
PRECEPT ADVISORY GROUP5 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,331 | $74,706+240.4% | $75,696+236.0% | $79,386+220.4% |
| Participation rate | 83.0% | 75.3%+7.7pp | 74.8%+8.2pp | 70.7%+12.3pp |
| Annual return | 15.16% | 18.52%-3.4pp | 104.53%-89.4pp | 116.85%-101.7pp |
| Employer contribution / active EE | $1,352 | $2,590-47.8% | $2,743-50.7% | $2,427-44.3% |
| Participant deferral / active EE | $8,102 | $3,533+129.3% | $3,821+112.0% | $4,046+100.3% |
| Admin fee / account holder | $917 | $374+144.8% | $3,619-74.7% | $626+46.3% |