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 6-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 CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $46,872 |
SECURITIES AMERICA INC3 years Filed as: SECURITIES AMERICA ADVISORS, INC. Service code 27 · EIN 11-2551174 | Advisory (Plan) | $22,899 |
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 | $35,458 | $106,028-66.6% | $146,958-75.9% | $77,643-54.3% |
| Participation rate | 97.6% | 78.4%+19.2pp | 82.2%+15.4pp | 70.6%+27.0pp |
| Annual return | 17.68% | 56.73%-39.1pp | 418.34%-400.7pp | 31.24%-13.6pp |
| Employer contribution / active EE | $4,187 | $4,063+3.1% | $4,933-15.1% | $2,726+53.6% |
| Participant deferral / active EE | $7,622 | $7,990-4.6% | $8,070-5.6% | $4,647+64.0% |
| Admin fee / account holder | $219 | $337-35.0% | $12,998-98.3% | $430-49.0% |