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 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 | $535 |
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $105 |
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 | $27,899 | $65,061-57.1% | $143,757-80.6% | $66,914-58.3% |
| Participation rate | 38.9% | 65.2%-26.2pp | 80.3%-41.4pp | 69.8%-30.9pp |
| Annual return | -10.26% | -11.14%+0.9pp | -0.04%-10.2pp | 1.58%-11.8pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,029 | $2,919-64.7% | $5,637-81.7% | $4,237-75.7% |
| Admin fee / account holder | $7 | $502-98.6% | $14,673-100.0% | $593-98.9% |