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 6-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 |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,484 |
Filed as: LINCOLN FINANCIAL GROUP Service code 27 1300 S. CLINTON AVE. STE 150 · FT. WAYNE, IN 46801 | Advisory (Plan) | $7,840 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,713 | $65,061-80.5% | $143,757-91.2% | $66,914-81.0% |
| Participation rate | 43.1% | 65.2%-22.1pp | 80.3%-37.3pp | 69.8%-26.7pp |
| Annual return | -18.42% | -11.14%-7.3pp | -0.04%-18.4pp | 1.58%-20.0pp |
| Employer contribution / active EE | $874 | $2,361-63.0% | $4,951-82.3% | $2,544-65.6% |
| Participant deferral / active EE | $1,879 | $2,919-35.6% | $5,637-66.7% | $4,237-55.6% |
| Admin fee / account holder | $166 | $502-67.0% | $14,673-98.9% | $593-72.1% |