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 | $80,158 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 27 · EIN 36-3145972 | Advisory (Plan) | $76,859 |
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).
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 | $315,047 | $102,382+207.7% | $147,005+114.3% | $80,874+289.6% |
| Participation rate | 86.0% | 75.8%+10.2pp | 82.2%+3.9pp | 67.6%+18.4pp |
| Annual return | 14.04% | 134.89%-120.9pp | 418.76%-404.7pp | 35.62%-21.6pp |
| Employer contribution / active EE | $6,992 | $3,715+88.2% | $4,934+41.7% | $2,756+153.7% |
| Participant deferral / active EE | $11,688 | $6,646+75.9% | $8,070+44.8% | $4,297+172.0% |
| Admin fee / account holder | $988 | $7,942-87.6% | $13,006-92.4% | $6,935-85.8% |