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 CORPORATION2 years Service code 37 · EIN 35-0472300 | Loan Processing | $52,302 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,961 |
PASI, LLC1 year Service code 15 · EIN 26-1407927 | Recordkeeping | $8,200 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,501 | $53,136-65.2% | $155,509-88.1% | $199,593-90.7% |
| Participation rate | 70.9% | 64.1%+6.8pp | 78.2%-7.3pp | 72.0%-1.1pp |
| Annual return | 11.29% | 41.15%-29.9pp | 64.67%-53.4pp | 34.25%-23.0pp |
| Employer contribution / active EE | $670 | $1,851-63.8% | $4,672-85.7% | $3,034-77.9% |
| Participant deferral / active EE | $1,940 | $3,161-38.6% | $5,626-65.5% | $5,087-61.9% |
| Admin fee / account holder | $61 | $185-66.9% | $15,912-99.6% | $269-77.1% |