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 |
|---|---|---|
Filed as: KESTRA ADVISORS Service code 27 · EIN 35-2552359 1901 ROXBOROUGH ROAD · CHARLOTTE, NC 28211 | Advisory (Plan) | $24,468 |
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IA 46802 | Contract Administrator | $6,311 |
Filed as: LONG CPA, PLLC Service code 10 · EIN 20-4155651 3029 INGELOW LANE · CHARLOTTE, NC 28226 | Accounting | $5,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,296 | $46,292-36.7% | $143,757-79.6% | $64,808-54.8% |
| Participation rate | 85.4% | 64.2%+21.2pp | 80.3%+5.1pp | 71.5%+14.0pp |
| Annual return | -12.28% | -10.05%-2.2pp | -0.04%-12.2pp | 32.82%-45.1pp |
| Employer contribution / active EE | $383 | $1,910-79.9% | $4,951-92.3% | $2,506-84.7% |
| Participant deferral / active EE | $1,941 | $2,646-26.6% | $5,637-65.6% | $4,310-55.0% |
| Admin fee / account holder | $105 | $154-31.8% | $14,673-99.3% | $188-44.2% |