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 35-0472300 | Contract Administrator | $36,241 |
WINTRUST INVESTMENTS LLC1 year Service code 27 · EIN 36-1245570 | Advisory (Plan) | $7,969 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 82-1434504 | Advisory (Plan) | $7,620 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,657 | $50,815-65.3% | $155,509-88.6% | $77,643-77.3% |
| Participation rate | 81.2% | 63.1%+18.0pp | 78.2%+3.0pp | 70.6%+10.6pp |
| Annual return | 13.13% | 34.80%-21.7pp | 64.67%-51.5pp | 31.24%-18.1pp |
| Employer contribution / active EE | $800 | $1,993-59.8% | $4,672-82.9% | $2,726-70.6% |
| Participant deferral / active EE | $2,352 | $2,822-16.7% | $5,626-58.2% | $4,647-49.4% |
| Admin fee / account holder | $142 | $437-67.4% | $15,912-99.1% | $430-66.9% |