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 14 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Plan Administrator | $74,416 |
Filed as: MERRILL LYNCH Service code 14 PO BOX 74008967 · CHICAGO, IL 60674 | Plan Administrator | $28,902 |
KKDLY LLC1 year Filed as: KKDLY Service code 14 745 FORT STREET MALL · HONOLULU, HI 96813 | Plan Administrator | $16,754 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,831 | $49,451-29.6% | $79,550-56.2% | $66,914-47.9% |
| Participation rate | 95.6% | 61.3%+34.2pp | 69.5%+26.1pp | 69.8%+25.8pp |
| Annual return | -12.83% | 84.25%-97.1pp | 0.16%-13.0pp | 1.58%-14.4pp |
| Employer contribution / active EE | $1,256 | $1,266-0.7% | $2,413-47.9% | $2,544-50.6% |
| Participant deferral / active EE | $2,237 | $3,159-29.2% | $3,985-43.9% | $4,237-47.2% |
| Admin fee / account holder | $356 | $595-40.1% | $6,832-94.8% | $593-39.9% |