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 | $37,468 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS Service code 10 · EIN 44-0160260 | Accounting | $23,100 |
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 | $54,944 | $50,815+8.1% | $155,509-64.7% | $77,643-29.2% |
| Participation rate | 99.0% | 63.1%+35.8pp | 78.2%+20.8pp | 70.6%+28.4pp |
| Annual return | 12.05% | 34.80%-22.8pp | 64.67%-52.6pp | 31.24%-19.2pp |
| Employer contribution / active EE | $3,649 | $1,993+83.1% | $4,672-21.9% | $2,726+33.9% |
| Participant deferral / active EE | $5,129 | $2,822+81.7% | $5,626-8.8% | $4,647+10.4% |
| Admin fee / account holder | $113 | $437-74.2% | $15,912-99.3% | $430-73.8% |