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 CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $23,747 |
Service code 15 · EIN 23-7378013 | Recordkeeping | $2,477 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,304 | $55,415-32.7% | $155,509-76.0% | $74,495-49.9% |
| Participation rate | 46.4% | 61.9%-15.5pp | 78.2%-31.7pp | 67.2%-20.8pp |
| Annual return | 13.30% | 268.50%-255.2pp | 64.67%-51.4pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $795 | $2,267-64.9% | $4,672-83.0% | $2,623-69.7% |
| Participant deferral / active EE | $1,626 | $2,836-42.7% | $5,626-71.1% | $4,346-62.6% |
| Admin fee / account holder | $213 | $1,738-87.7% | $15,912-98.7% | $1,942-89.0% |