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 |
|---|---|---|
CURCIO WEBB7+ years Service code 27 · EIN 36-4171366 | Advisory (Plan) | $11,126 |
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,969 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $358,433 | $89,904+298.7% | $453,369-20.9% | $86,799+312.9% |
| Participation rate | 92.3% | 75.7%+16.6pp | 78.0%+14.3pp | 72.3%+20.0pp |
| Annual return | 13.39% | 19.72%-6.3pp | 64.40%-51.0pp | 97.91%-84.5pp |
| Employer contribution / active EE | $5,865 | $3,279+78.9% | $4,070+44.1% | $2,405+143.8% |
| Participant deferral / active EE | $13,334 | $5,114+160.7% | $6,209+114.8% | $4,131+222.8% |
| Admin fee / account holder | $21 | $156-86.8% | $11,209-99.8% | $170-87.9% |