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 | $81,451 |
GIBSON CAPITAL, LLC10+ years Service code 26 · EIN 26-3581953 | Advisory (Participants) | $38,710 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,864 | $55,415-26.3% | $155,509-73.7% | $74,495-45.1% |
| Participation rate | 81.4% | 61.9%+19.5pp | 78.2%+3.2pp | 67.2%+14.2pp |
| Annual return | 17.11% | 268.50%-251.4pp | 64.67%-47.6pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $975 | $2,267-57.0% | $4,672-79.1% | $2,623-62.8% |
| Participant deferral / active EE | $3,761 | $2,836+32.6% | $5,626-33.2% | $4,346-13.5% |
| Admin fee / account holder | $344 | $1,738-80.2% | $15,912-97.8% | $1,942-82.3% |