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 35-1140070 | Contract Administrator | $87,905 |
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $47,433 |
TIAA8 years Service code 13 · EIN 13-1624203 | Contract Administrator | $44,074 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,442 | $105,179-14.0% | $64,056+41.2% | $80,160+12.8% |
| Participation rate | 79.5% | 73.5%+6.0pp | 72.3%+7.2pp | 72.9%+6.6pp |
| Annual return | 16.24% | 20.34%-4.1pp | 33.69%-17.4pp | 40.38%-24.1pp |
| Employer contribution / active EE | $2,279 | $3,311-31.2% | $2,747-17.0% | $2,978-23.5% |
| Participant deferral / active EE | $4,074 | $4,020+1.3% | $3,880+5.0% | $5,017-18.8% |
| Admin fee / account holder | $101 | $113-10.5% | $3,068-96.7% | $145-30.1% |