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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 15 · EIN 04-2647786 900 SALEM STREET · SMITHFIELD, RI 02917 | Recordkeeping | $0 |
KERBERROSE WEALTH MANAGEMENT4 years Service code 51 · EIN 30-0793896 115 EAST 5TH STREET · SHAWANO, WI 54166 | Investment Mgmt Fees | $0 |
LINCOLN NATIONAL CORPORATION4 years Filed as: LINCOLN RETIREMENT SERVICES Service code 15 · EIN 35-0472300 P. O. BOX 2212 · FORT WAYNE, IN 46801 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,442 | $82,130+12.6% | $453,369-79.6% | $79,386+16.4% |
| Participation rate | 94.4% | 73.4%+21.0pp | 78.0%+16.4pp | 70.7%+23.7pp |
| Annual return | 12.78% | 345.31%-332.5pp | 64.40%-51.6pp | 116.85%-104.1pp |
| Employer contribution / active EE | $1,963 | $2,659-26.2% | $4,070-51.8% | $2,427-19.1% |
| Participant deferral / active EE | $4,309 | $4,314-0.1% | $6,209-30.6% | $4,046+6.5% |
| Admin fee / account holder | $433 | $531-18.5% | $11,209-96.1% | $626-30.9% |