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 | $27,548 |
MARINER LLC3 years Filed as: MARINER WEALTH Service code 26 · EIN 20-4553256 5700 W 112TH STREET, SUITE 500 · OVERLAND PARK, KS 66211 | Advisory (Participants) | $11,517 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,846 | $67,984-45.8% | $65,493-43.7% | $74,304-50.4% |
| Participation rate | 49.7% | 66.3%-16.6pp | 73.1%-23.3pp | 60.3%-10.6pp |
| Annual return | 13.74% | 19.87%-6.1pp | 982.45%-968.7pp | 29.43%-15.7pp |
| Employer contribution / active EE | $425 | $2,491-82.9% | $2,574-83.5% | $2,241-81.0% |
| Participant deferral / active EE | $1,429 | $3,346-57.3% | $3,961-63.9% | $3,767-62.1% |
| Admin fee / account holder | $100 | $1,373-92.7% | $5,028-98.0% | $2,969-96.6% |