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 |
|---|---|---|
NATIONWIDE4 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $31,011 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN FINANCIAL ADVISORS COR Service code 26 1300 S CLINTON ST, STE 150 · FORT WAYNE, IN 46802 | Advisory (Participants) | $20,498 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $65,500 | $79,428-17.5% | $106,548-38.5% | $79,386-17.5% |
| Participation rate | 41.7% | 74.1%-32.5pp | 76.1%-34.5pp | 70.7%-29.0pp |
| Annual return | 12.70% | 18.27%-5.6pp | 26.80%-14.1pp | 116.85%-104.2pp |
| Employer contribution / active EE | $0 | $2,234-100.0% | $2,819-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,944 | $3,823-23.0% | $4,398-33.1% | $4,046-27.2% |
| Admin fee / account holder | $80 | $523-84.8% | $7,407-98.9% | $626-87.3% |