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 CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $104,540 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: GRAYSTONE CONSULTING Service code 16 · EIN 36-3145972 | Consulting | $63,191 |
Filed as: WESTMOUNT Service code 16 · EIN 45-2550468 | Consulting | $19,822 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $533,564 | $89,652+495.2% | $141,162+278.0% | $65,185+718.5% |
| Participation rate | 89.9% | 74.7%+15.2pp | 82.5%+7.5pp | 70.2%+19.7pp |
| Annual return | 21.97% | 32.79%-10.8pp | 71.39%-49.4pp | 29.38%-7.4pp |
| Employer contribution / active EE | $13,411 | $3,065+337.6% | $4,735+183.2% | $2,177+516.2% |
| Participant deferral / active EE | $10,247 | $5,691+80.1% | $6,709+52.7% | $3,514+191.6% |
| Admin fee / account holder | $762 | $569+34.1% | $10,261-92.6% | $847-10.0% |