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 |
|---|---|---|
Filed as: LINCOLN FINANCIAL ADVISORS Service code 27 1300 S. CLINTON ST · FORT WAYNE, IN 46802 | Advisory (Plan) | $6,010 |
AMERICAN FUNDS5+ years Filed as: CAPITAL RESEARCH & MANGT. COMPANY Service code 64 · EIN 95-1411037 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $5,022 |
Filed as: HEARD, MCELROY, & VESTAL Service code 13 333 TEXAS STREET · SHREVEPORT, LA 71101 | Contract Administrator | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,768 | $63,114+127.8% | $92,893+54.8% | $65,185+120.6% |
| Participation rate | 35.9% | 68.8%-32.8pp | 76.0%-40.1pp | 70.2%-34.3pp |
| Annual return | 22.29% | 28.75%-6.5pp | 109.41%-87.1pp | 29.38%-7.1pp |
| Employer contribution / active EE | $702 | $2,571-72.7% | $3,653-80.8% | $2,177-67.8% |
| Participant deferral / active EE | $1,768 | $3,108-43.1% | $4,236-58.3% | $3,514-49.7% |
| Admin fee / account holder | $163 | $624-73.9% | $5,794-97.2% | $847-80.8% |