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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 9-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 |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $455 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $129 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,422 | $47,977-44.9% | $154,107-82.9% | $56,287-53.1% |
| Participation rate | 50.9% | 66.2%-15.2pp | 83.0%-32.1pp | 69.9%-18.9pp |
| Annual return | 8.99% | 3.54%+5.5pp | 735.12%-726.1pp | -9.96%+18.9pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $771 | $2,392-67.8% | $5,081-84.8% | $3,350-77.0% |
| Admin fee / account holder | $5 | $438-99.0% | $13,411-100.0% | $521-99.1% |