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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $39,312 |
MERCER4 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $18,545 |
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,659 | $69,763+8.5% | $67,502+12.1% | $74,495+1.6% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 4.43% | -40.34%+44.8pp | 3512.12%-3507.7pp | 1364.94%-1360.5pp |
| Employer contribution / active EE | $5,021 | $2,704+85.7% | $2,731+83.9% | $2,623+91.4% |
| Participant deferral / active EE | $2,749 | $3,636-24.4% | $4,000-31.3% | $4,346-36.8% |
| Admin fee / account holder | $168 | $896-81.2% | $3,998-95.8% | $1,942-91.3% |