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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $32,244 |
CLARK, SCHAEFER, HACKETT & CO.10+ years Filed as: CLARK SCHAEFER HACKETT Service code 15 · EIN 31-0800053 | Recordkeeping | $4,140 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,163 | $78,485-38.6% | $106,213-54.7% | $74,495-35.3% |
| Participation rate | 88.3% | 72.8%+15.5pp | 75.3%+13.0pp | 67.2%+21.1pp |
| Annual return | 12.19% | 15.95%-3.8pp | 116.14%-104.0pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $1,941 | $2,523-23.1% | $3,171-38.8% | $2,623-26.0% |
| Participant deferral / active EE | $4,113 | $4,322-4.8% | $5,016-18.0% | $4,346-5.3% |
| Admin fee / account holder | $149 | $2,232-93.3% | $11,033-98.6% | $1,942-92.3% |