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.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN RETIREMENT SERVICES COMPANY Service code 18 · EIN 35-0472300 | Custodial (other than securities); Re... | $11,326 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $6,066 |
M2B RETIREMENT CONSULTING LLC1+ years Filed as: M2B RETIREMENT CONSULTING, LLC Service code 13 · EIN 81-3989034 | Contract Administrator | $5,836 |
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 | $26,497 | $50,815-47.9% | $155,509-83.0% | $77,643-65.9% |
| Participation rate | 69.1% | 63.1%+6.0pp | 78.2%-9.0pp | 70.6%-1.4pp |
| Annual return | 19.36% | 34.80%-15.4pp | 64.67%-45.3pp | 31.24%-11.9pp |
| Employer contribution / active EE | $1,245 | $1,993-37.5% | $4,672-73.4% | $2,726-54.3% |
| Participant deferral / active EE | $2,606 | $2,822-7.6% | $5,626-53.7% | $4,647-43.9% |
| Admin fee / account holder | $57 | $437-86.9% | $15,912-99.6% | $430-86.7% |