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 13 · EIN 35-1140070 | Contract Administrator | $55,141 |
MARINER LLC2 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 15 · EIN 87-1928698 | Recordkeeping | $30,844 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS Service code 10 · EIN 44-0160260 | Accounting | $11,665 |
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 | $75,477 | $91,762-17.7% | $67,502+11.8% | $77,643-2.8% |
| Participation rate | 79.6% | 75.9%+3.7pp | 72.9%+6.7pp | 70.6%+9.0pp |
| Annual return | 12.87% | 14.87%-2.0pp | 3512.12%-3499.2pp | 31.24%-18.4pp |
| Employer contribution / active EE | $1,811 | $3,181-43.1% | $2,731-33.7% | $2,726-33.5% |
| Participant deferral / active EE | $3,123 | $3,903-20.0% | $4,000-21.9% | $4,647-32.8% |
| Admin fee / account holder | $200 | $176+13.5% | $3,998-95.0% | $430-53.6% |