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 CORPORATION9 years Service code 13 · EIN 35-1140070 | Contract Administrator | $26,161 |
MOSS ADAMS LLP2 years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $6,615 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,757 | $44,897+19.7% | $84,966-36.7% | $199,593-73.1% |
| Participation rate | 34.0% | 45.7%-11.7pp | 67.5%-33.5pp | 72.0%-38.0pp |
| Annual return | 13.07% | 20.96%-7.9pp | 66.38%-53.3pp | 34.25%-21.2pp |
| Employer contribution / active EE | $706 | $1,365-48.3% | $2,727-74.1% | $3,034-76.7% |
| Participant deferral / active EE | $1,879 | $2,668-29.6% | $4,519-58.4% | $5,087-63.1% |
| Admin fee / account holder | $17 | $584-97.1% | $6,149-99.7% | $269-93.7% |