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 CORPORATION7 years Service code 13 · EIN 35-1140070 1300 S CLINTON ST · FORT WAYNE, SC 468012248 | Contract Administrator | $38,466 |
3G RETIREMENT SERVICES, LLC7 years Filed as: 3G RETIREMENT SERVICES LLC Service code 15 · EIN 27-4433997 12 CLUSTERS CT STE A · COLUMBIA, SC 29210 | Recordkeeping | $2,970 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,126 | $55,415-9.5% | $155,509-67.8% | $74,495-32.7% |
| Participation rate | 61.2% | 61.9%-0.7pp | 78.2%-17.0pp | 67.2%-6.0pp |
| Annual return | 14.54% | 268.50%-254.0pp | 64.67%-50.1pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,312 | $2,836-18.5% | $5,626-58.9% | $4,346-46.8% |
| Admin fee / account holder | $256 | $1,738-85.3% | $15,912-98.4% | $1,942-86.8% |