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 CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $49,160 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746479 | Accounting | $16,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,574 | $50,815+70.4% | $155,509-44.3% | $77,643+11.5% |
| Participation rate | 98.4% | 63.1%+35.3pp | 78.2%+20.2pp | 70.6%+27.8pp |
| Annual return | 12.88% | 34.80%-21.9pp | 64.67%-51.8pp | 31.24%-18.4pp |
| Employer contribution / active EE | $3,376 | $1,993+69.4% | $4,672-27.8% | $2,726+23.8% |
| Participant deferral / active EE | $5,911 | $2,822+109.5% | $5,626+5.1% | $4,647+27.2% |
| Admin fee / account holder | $71 | $437-83.7% | $15,912-99.6% | $430-83.5% |