See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $89,213 |
VALMARK ADVISERS INC7 years Service code 27 · EIN 31-1509466 | Advisory (Plan) | $24,240 |
BDMP ASSURANCE, LLP1 year Service code 10 · EIN 99-4708358 | Accounting | $17,870 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,064 | $50,982-13.6% | $154,803-71.5% | $85,563-48.5% |
| Participation rate | 86.9% | 59.8%+27.1pp | 78.1%+8.9pp | 66.0%+21.0pp |
| Annual return | 12.54% | 30.35%-17.8pp | 58.88%-46.3pp | 31.51%-19.0pp |
| Employer contribution / active EE | $839 | $1,708-50.9% | $4,305-80.5% | $2,654-68.4% |
| Participant deferral / active EE | $2,176 | $2,474-12.1% | $5,540-60.7% | $4,375-50.3% |
| Admin fee / account holder | $167 | $846-80.2% | $14,329-98.8% | $834-79.9% |