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 CORPORATION3 years Filed as: LINCOLN NATIONAL CORPORTATION Service code 13 · EIN 35-1140070 | Contract Administrator | $28,567 |
ASCENSUS LLC3 years Filed as: DWC ERISA CONSULTANTS Service code 15 · EIN 26-2091417 | Recordkeeping | $2,090 |
Annual investment return 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 | $116,423 | $101,317+14.9% | $146,958-20.8% | $74,495+56.3% |
| Participation rate | 75.0% | 75.5%-0.5pp | 82.2%-7.2pp | 67.2%+7.8pp |
| Annual return | 11.52% | 8730.91%-8719.4pp | 418.34%-406.8pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $2,626 | $3,810-31.1% | $4,933-46.8% | $2,623+0.1% |
| Participant deferral / active EE | $6,310 | $7,303-13.6% | $8,070-21.8% | $4,346+45.2% |
| Admin fee / account holder | $173 | $1,739-90.0% | $12,998-98.7% | $1,942-91.1% |