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 |
|---|---|---|
Filed as: LINCOLN FINANCIAL GROUP Service code 13 · EIN 33-5114007 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $4,768 |
Filed as: THE ROSE FINANCIAL GROUP, LLC Service code 15 · EIN 35-2130755 6602 EAST 75TH STREET · INDIANAPOLIS, IN 46250 | Recordkeeping | $970 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,476 | $70,428+10.0% | $96,562-19.8% | $85,850-9.8% |
| Participation rate | 86.8% | 61.8%+25.0pp | 69.8%+17.0pp | 69.3%+17.5pp |
| Annual return | 13.01% | 18.59%-5.6pp | 37.78%-24.8pp | 318.53%-305.5pp |
| Employer contribution / active EE | $483 | $1,413-65.8% | $2,356-79.5% | $2,565-81.2% |
| Participant deferral / active EE | $5,216 | $2,894+80.3% | $3,849+35.5% | $3,952+32.0% |
| Admin fee / account holder | $50 | $4,997-99.0% | $6,181-99.2% | $6,260-99.2% |