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 CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $35,508 |
STADION MONEY MANAGEMENT4 years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $17,041 |
SUNWEST PENSIONS4 years Service code 15 · EIN 86-0922116 | Recordkeeping | $5,675 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,891 | $208,526-87.1% | $96,683-72.2% | - |
| Participation rate | 100.0% | 66.0%+34.0pp | 74.3%+25.7pp | - |
| Annual return | 19.48% | 18.23%+1.2pp | 35.69%-16.2pp | - |
| Employer contribution / active EE | $1,748 | $2,182-19.9% | $3,737-53.2% | - |
| Participant deferral / active EE | $3,500 | $4,056-13.7% | $4,878-28.3% | - |
| Admin fee / account holder | $306 | $13,060-97.7% | $6,730-95.4% | - |