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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $76,279 |
USI CONSULTING GROUP4 years Service code 27 · EIN 06-1397347 | Advisory (Plan) | $25,945 |
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 | $26,394 | $89,436-70.5% | $164,813-84.0% | $77,643-66.0% |
| Participation rate | 88.0% | 78.6%+9.4pp | 78.6%+9.4pp | 70.6%+17.4pp |
| Annual return | 13.30% | 28.83%-15.5pp | 69.93%-56.6pp | 31.24%-17.9pp |
| Employer contribution / active EE | $986 | $2,569-61.6% | $4,341-77.3% | $2,726-63.8% |
| Participant deferral / active EE | $3,167 | $4,897-35.3% | $6,031-47.5% | $4,647-31.8% |
| Admin fee / account holder | $108 | $339-68.1% | $12,690-99.1% | $430-74.8% |