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 CORPORATION9+ years Service code 13 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IA 46802 | Contract Administrator | $34,971 |
Filed as: KESTRA ADVISORS Service code 27 · EIN 35-2552359 1901 ROXBOROUGH ROAD · CHARLOTTE, NC 28211 | Advisory (Plan) | $21,227 |
Filed as: LONG CPA, PLLC Service code 10 · EIN 20-4155651 3029 INGELOW LANE · CHARLOTTE, NC 28226 | Accounting | $6,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,975 | $47,126-34.3% | $149,673-79.3% | $74,419-58.4% |
| Participation rate | 99.0% | 63.4%+35.6pp | 78.8%+20.2pp | 70.7%+28.3pp |
| Annual return | 13.87% | 22.75%-8.9pp | 134.42%-120.5pp | 34.38%-20.5pp |
| Employer contribution / active EE | $587 | $1,905-69.2% | $4,818-87.8% | $2,637-77.7% |
| Participant deferral / active EE | $2,895 | $2,728+6.1% | $5,680-49.0% | $4,528-36.1% |
| Admin fee / account holder | $173 | $343-49.6% | $13,210-98.7% | $348-50.3% |