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 CORPORATION5 years Service code 13 · EIN 35-1140070 1300 S CLINTON STREET · FORT WAYNE, IN 68012 | Contract Administrator | $30,852 |
THE RETIREMENT ADVANTAGE INC6 years Filed as: THE RETIREMENT ADVANTAGE Service code 15 47 PARK PLACE STE 850 · APPLETON, WI 54914 | Recordkeeping | $875 |
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 | $27,626 | $70,879-61.0% | $189,557-85.4% | $79,386-65.2% |
| Participation rate | 52.8% | 68.0%-15.2pp | 78.4%-25.6pp | 70.7%-17.9pp |
| Annual return | 19.09% | 20.70%-1.6pp | 64.17%-45.1pp | 116.85%-97.8pp |
| Employer contribution / active EE | $1,085 | $1,806-39.9% | $4,412-75.4% | $2,427-55.3% |
| Participant deferral / active EE | $1,717 | $4,081-57.9% | $6,174-72.2% | $4,046-57.6% |
| Admin fee / account holder | $235 | $647-63.7% | $9,807-97.6% | $626-62.5% |