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 6-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 |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,862 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN FINANCIAL ADVISORS Service code 15 · EIN 35-1151034 | Recordkeeping | $11,145 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,533 | $67,984-56.6% | $65,493-54.9% | $74,304-60.3% |
| Participation rate | 53.1% | 66.3%-13.2pp | 73.1%-20.0pp | 60.3%-7.3pp |
| Annual return | 15.81% | 19.87%-4.1pp | 982.45%-966.6pp | 29.43%-13.6pp |
| Employer contribution / active EE | $690 | $2,491-72.3% | $2,574-73.2% | $2,241-69.2% |
| Participant deferral / active EE | $2,635 | $3,346-21.3% | $3,961-33.5% | $3,767-30.1% |
| Admin fee / account holder | $339 | $1,373-75.3% | $5,028-93.3% | $2,969-88.6% |