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 CORPORATION8 years Service code 13 · EIN 35-1140070 | Contract Administrator | $13,820 |
NOVA 401(K) ASSOCIATES1 year Service code 15 10777 NORTHWEST FWY · HOUSTON, TX 77092 | Recordkeeping | $6,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,871 | $96,018+4.0% | $65,493+52.5% | $85,563+16.7% |
| Participation rate | 68.4% | 74.8%-6.4pp | 73.1%-4.7pp | 66.0%+2.4pp |
| Annual return | 20.81% | 14.51%+6.3pp | 982.45%-961.6pp | 31.51%-10.7pp |
| Employer contribution / active EE | $3,424 | $3,235+5.8% | $2,574+33.0% | $2,654+29.0% |
| Participant deferral / active EE | $4,495 | $4,055+10.9% | $3,961+13.5% | $4,375+2.7% |
| Admin fee / account holder | $48 | $271-82.4% | $5,028-99.1% | $834-94.3% |