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 CORPORATION5 years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 27 · EIN 35-1151034 | Advisory (Plan) | $34,828 |
SCHWARTZ LASSON HARRIS LTD3 years Filed as: SCHWARTZ LASSON HARRIS, LTD. Service code 10 · EIN 23-2391384 | Accounting | $12,625 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,600 | $49,451+6.4% | $79,550-33.9% | $66,914-21.4% |
| Participation rate | 93.1% | 61.3%+31.8pp | 69.5%+23.6pp | 69.8%+23.3pp |
| Annual return | -16.14% | 84.25%-100.4pp | 0.16%-16.3pp | 1.58%-17.7pp |
| Employer contribution / active EE | $2,131 | $1,266+68.4% | $2,413-11.7% | $2,544-16.2% |
| Participant deferral / active EE | $5,704 | $3,159+80.6% | $3,985+43.1% | $4,237+34.6% |
| Admin fee / account holder | $69 | $595-88.3% | $6,832-99.0% | $593-88.3% |