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 35-1140070 | Contract Administrator | $103,950 |
TIAA9 years Service code 13 · EIN 13-1624203 | Contract Administrator | $100,008 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,760 | $113,293-11.1% | $67,502+49.3% | $199,593-49.5% |
| Participation rate | 75.8% | 73.3%+2.5pp | 72.9%+2.9pp | 72.0%+3.8pp |
| Annual return | 12.46% | 15.88%-3.4pp | 3512.12%-3499.7pp | 34.25%-21.8pp |
| Employer contribution / active EE | $2,428 | $3,401-28.6% | $2,731-11.1% | $3,034-20.0% |
| Participant deferral / active EE | $4,519 | $4,159+8.7% | $4,000+13.0% | $5,087-11.2% |
| Admin fee / account holder | $116 | $103+13.0% | $3,998-97.1% | $269-56.9% |