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 35-1140070 | Contract Administrator | $122,886 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: GRAYSTONE CONSULTING Service code 16 · EIN 36-3145972 | Consulting | $75,187 |
Service code 26 · EIN 45-2550468 | Advisory (Participants) | $6,865 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $558,928 | $84,487+561.6% | $125,339+345.9% | $66,914+735.3% |
| Participation rate | 98.6% | 76.4%+22.2pp | 82.4%+16.3pp | 69.8%+28.8pp |
| Annual return | -13.43% | -8.39%-5.0pp | 572.05%-585.5pp | 1.58%-15.0pp |
| Employer contribution / active EE | $17,644 | $3,553+396.6% | $4,814+266.5% | $2,544+593.5% |
| Participant deferral / active EE | $13,585 | $6,781+100.3% | $7,446+82.4% | $4,237+220.6% |
| Admin fee / account holder | $921 | $685+34.5% | $10,010-90.8% | $593+55.3% |