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 CORPORATION9 years Filed as: LINCOLN RETIREMENT SERVICES Service code 13 · EIN 35-0472300 | Contract Administrator | $141,233 |
CAPFINANCIAL PARTNERS LLC7 years Filed as: CAPFINANCIAL PARTNERS Service code 16 · EIN 26-0058143 | Consulting | $30,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,935 | $129,021-35.7% | $184,203-55.0% | $77,643+6.8% |
| Participation rate | 99.1% | 87.3%+11.8pp | 86.8%+12.3pp | 70.6%+28.6pp |
| Annual return | 14.44% | 33.27%-18.8pp | 28.81%-14.4pp | 31.24%-16.8pp |
| Employer contribution / active EE | $2,928 | $4,413-33.6% | $6,427-54.4% | $2,726+7.4% |
| Participant deferral / active EE | $5,867 | $7,297-19.6% | $9,131-35.7% | $4,647+26.3% |
| Admin fee / account holder | $281 | $254+10.8% | $13,901-98.0% | $430-34.7% |