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 CORPORATION2 years Service code 13 · EIN 35-0472300 | Contract Administrator | $131,838 |
FIDUCIENT ADVISORS LLC5 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $36,880 |
BDMP ASSURANCE, LLP1 year Service code 10 · EIN 99-4708358 | Accounting | $12,825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,145 | $63,770-43.3% | $71,209-49.2% | $102,872-64.9% |
| Participation rate | 57.0% | 61.0%-4.0pp | 73.8%-16.8pp | 73.0%-16.0pp |
| Annual return | 16.14% | 16.01%+0.1pp | 282.51%-266.4pp | 19.06%-2.9pp |
| Employer contribution / active EE | $606 | $2,367-74.4% | $2,721-77.7% | $3,526-82.8% |
| Participant deferral / active EE | $1,919 | $3,587-46.5% | $4,175-54.0% | $5,535-65.3% |
| Admin fee / account holder | $216 | $220-1.9% | $5,349-96.0% | $292-26.2% |