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 CORPORATION10+ years Service code 13 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IA 46802 | Contract Administrator | $46,385 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 120 VANTI · ALISO VIEJO, CA 92656 | Advisory (Plan) | $13,387 |
Filed as: KESTRA ADVISORS Service code 27 · EIN 35-2552359 1901 ROXBOROUGH ROAD · CHARLOTTE, NC 28211 | Advisory (Plan) | $11,874 |
Filed as: LONG CPA, PLLC Service code 10 · EIN 81-1806291 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 | $31,101 | $50,815-38.8% | $155,509-80.0% | $77,643-59.9% |
| Participation rate | 90.1% | 63.1%+27.0pp | 78.2%+12.0pp | 70.6%+19.6pp |
| Annual return | 16.96% | 34.80%-17.8pp | 64.67%-47.7pp | 31.24%-14.3pp |
| Employer contribution / active EE | $662 | $1,993-66.8% | $4,672-85.8% | $2,726-75.7% |
| Participant deferral / active EE | $3,294 | $2,822+16.7% | $5,626-41.4% | $4,647-29.1% |
| Admin fee / account holder | $174 | $437-60.0% | $15,912-98.9% | $430-59.5% |