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 9-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 CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $68,459 |
TIFFANY MONTARULI CPA PLLC1 year Service code 16 · EIN 46-3845987 | Consulting | $8,006 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $40,038 | $46,292-13.5% | $143,757-72.1% | $64,808-38.2% |
| Participation rate | 43.6% | 64.2%-20.6pp | 80.3%-36.7pp | 71.5%-27.9pp |
| Annual return | -16.01% | -10.05%-6.0pp | -0.04%-16.0pp | 32.82%-48.8pp |
| Employer contribution / active EE | $818 | $1,910-57.2% | $4,951-83.5% | $2,506-67.3% |
| Participant deferral / active EE | $1,741 | $2,646-34.2% | $5,637-69.1% | $4,310-59.6% |
| Admin fee / account holder | $452 | $154+194.2% | $14,673-96.9% | $188+140.9% |