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 CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $190,775 |
Service code 27 · EIN 84-4271533 | Advisory (Plan) | $122,755 |
MORNINGSTAR6 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $7,591 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,597 | $50,982+5.1% | $154,803-65.4% | $85,563-37.4% |
| Participation rate | 96.4% | 59.8%+36.7pp | 78.1%+18.4pp | 66.0%+30.5pp |
| Annual return | 18.68% | 30.35%-11.7pp | 58.88%-40.2pp | 31.51%-12.8pp |
| Employer contribution / active EE | $848 | $1,708-50.4% | $4,305-80.3% | $2,654-68.0% |
| Participant deferral / active EE | $5,682 | $2,474+129.7% | $5,540+2.6% | $4,375+29.9% |
| Admin fee / account holder | $360 | $846-57.4% | $14,329-97.5% | $834-56.8% |