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 CORPORATION7 years Service code 13 · EIN 35-0472300 | Contract Administrator | $93,051 |
PRECEPT ADVISORY GROUP6 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,072 | $60,989+119.8% | $60,874+120.2% | $66,914+100.4% |
| Participation rate | 78.1% | 74.5%+3.6pp | 73.1%+5.0pp | 69.8%+8.3pp |
| Annual return | -18.65% | -9.60%-9.0pp | 16.90%-35.5pp | 1.58%-20.2pp |
| Employer contribution / active EE | $2,281 | $2,661-14.3% | $2,701-15.6% | $2,544-10.3% |
| Participant deferral / active EE | $7,930 | $3,615+119.4% | $3,817+107.8% | $4,237+87.2% |
| Admin fee / account holder | $594 | $338+75.6% | $3,224-81.6% | $593+0.2% |