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 | $14,309 |
CARNOW AND ASSOCIATES, LTD.2 years Service code 15 · EIN 36-3493622 | Recordkeeping | $10,421 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,197 | $66,124-52.8% | $90,404-65.5% | $73,488-57.5% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 15.40% | 17.65%-2.3pp | 1293.02%-1277.6pp | 28.51%-13.1pp |
| Employer contribution / active EE | $3,096 | $2,346+31.9% | $3,262-5.1% | $2,270+36.4% |
| Participant deferral / active EE | $2,885 | $3,039-5.1% | $3,963-27.2% | $3,740-22.9% |
| Admin fee / account holder | $138 | $396-65.1% | $5,611-97.5% | $513-73.1% |