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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.
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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 CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $155,274 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 84-4519624 | Advisory (Plan) | $63,200 |
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 | $58,503 | $88,890-34.2% | $102,423-42.9% | $77,643-24.7% |
| Participation rate | 61.6% | 80.9%-19.3pp | 76.5%-14.9pp | 70.6%-9.0pp |
| Annual return | 17.92% | 24.98%-7.1pp | 29.32%-11.4pp | 31.24%-13.3pp |
| Employer contribution / active EE | $1,973 | $2,698-26.8% | $3,023-34.7% | $2,726-27.6% |
| Participant deferral / active EE | $4,411 | $5,145-14.3% | $5,053-12.7% | $4,647-5.1% |
| Admin fee / account holder | $320 | $235+35.9% | $9,451-96.6% | $430-25.7% |