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 CORPORATION9 years Service code 13 · EIN 35-0472300 | Contract Administrator | $40,935 |
PRECEPT ADVISORY GROUP8 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,636 | $69,763+191.9% | $67,502+201.7% | $74,495+173.4% |
| Participation rate | 79.1% | 71.4%+7.8pp | 72.9%+6.2pp | 67.2%+11.9pp |
| Annual return | 18.95% | -40.34%+59.3pp | 3512.12%-3493.2pp | 1364.94%-1346.0pp |
| Employer contribution / active EE | $2,894 | $2,704+7.0% | $2,731+6.0% | $2,623+10.3% |
| Participant deferral / active EE | $9,864 | $3,636+171.3% | $4,000+146.6% | $4,346+127.0% |
| Admin fee / account holder | $353 | $896-60.6% | $3,998-91.2% | $1,942-81.8% |