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 CORPORATION7 years Service code 13 · EIN 35-1140070 | Contract Administrator | $76,133 |
BAKER TILLY US, LLP4 years Filed as: BAKER TILLY VIRCHOW KRAUSE Service code 10 · EIN 30-1413443 | Accounting | $22,007 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 | Advisory (Participants) | $12,700 |
SMITH & DOWNEY4 years Service code 29 · EIN 52-1839270 | Legal | $5,918 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,883 | $96,018-76.2% | $65,493-65.1% | $85,563-73.3% |
| Participation rate | 79.7% | 74.8%+4.9pp | 73.1%+6.7pp | 66.0%+13.8pp |
| Annual return | 13.37% | 14.51%-1.1pp | 982.45%-969.1pp | 31.51%-18.1pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,574-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $2,501 | $4,055-38.3% | $3,961-36.9% | $4,375-42.8% |
| Admin fee / account holder | $148 | $271-45.3% | $5,028-97.1% | $834-82.3% |