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 | Contract Administrator | $21,067 |
TPA CORPORATION6 years Filed as: TPA AT TIME OF FEE WITHDRAWAL Service code 15 | Recordkeeping | $2,625 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,809 | $122,239+30.7% | $184,203-13.2% | $74,495+114.5% |
| Participation rate | 96.9% | 85.5%+11.5pp | 86.8%+10.1pp | 67.2%+29.7pp |
| Annual return | 10.79% | 19.95%-9.2pp | 28.81%-18.0pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $5,186 | $4,537+14.3% | $6,427-19.3% | $2,623+97.7% |
| Participant deferral / active EE | $5,587 | $7,139-21.7% | $9,131-38.8% | $4,346+28.6% |
| Admin fee / account holder | $135 | $1,260-89.3% | $13,901-99.0% | $1,942-93.0% |