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 Service code 13 · EIN 35-1140070 | Contract Administrator | $171,683 |
Service code 27 · EIN 84-4271533 | Advisory (Plan) | $100,922 |
MORNINGSTAR5 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,706 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,362 | $50,815-8.8% | $155,509-70.2% | $77,643-40.3% |
| Participation rate | 95.3% | 63.1%+32.2pp | 78.2%+17.1pp | 70.6%+24.8pp |
| Annual return | 14.81% | 34.80%-20.0pp | 64.67%-49.9pp | 31.24%-16.4pp |
| Employer contribution / active EE | $762 | $1,993-61.8% | $4,672-83.7% | $2,726-72.1% |
| Participant deferral / active EE | $5,423 | $2,822+92.2% | $5,626-3.6% | $4,647+16.7% |
| Admin fee / account holder | $343 | $437-21.4% | $15,912-97.8% | $430-20.3% |