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 9-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 Filed as: LINCOLN FINANCIAL ADVISORS CORPORAT Service code 13 · EIN 35-1151034 1301 S HARRISON ST · FT WAYNE, IN 46802 | Contract Administrator | $20,730 |
PAYCHEX, INC.2 years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $15,167 |
401K GENERATION2 years Service code 13 · EIN 26-4477125 195 INTERNATIONAL PARKWAY · LAKE MARY, FL 32746 | Contract Administrator | $13,173 |
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 | $28,712 | $61,272-53.1% | $149,673-80.8% | $71,457-59.8% |
| Participation rate | 49.0% | 62.5%-13.5pp | 78.8%-29.8pp | 67.9%-19.0pp |
| Annual return | 15.70% | 35.85%-20.1pp | 134.42%-118.7pp | 28.85%-13.1pp |
| Employer contribution / active EE | $933 | $2,378-60.8% | $4,818-80.6% | $2,588-63.9% |
| Participant deferral / active EE | $1,683 | $2,917-42.3% | $5,680-70.4% | $4,289-60.8% |
| Admin fee / account holder | $282 | $1,261-77.6% | $13,210-97.9% | $1,587-82.2% |