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 5-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 CORPORATION3+ years Service code 15 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Recordkeeping | $37,042 |
ARGI INVESTMENT SERVICES LLC3+ years Filed as: ARGI INVESTMENT SERVICES, LLC Service code 26 · EIN 27-1003080 2201 HIGH WICKHAM PLACE · LOUISVILLE, KY 40245 | Advisory (Participants) | $14,506 |
Filed as: CREATIVE RETIREMENT SYSTEMS Service code 15 · EIN 31-1299207 25 MERCHANT ST 26 MERCHANT ST · CINCINNATI, OH 45246 | Recordkeeping | $10,822 |
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 | $8,475 | $46,292-81.7% | $143,757-94.1% | $64,808-86.9% |
| Participation rate | 97.5% | 64.2%+33.3pp | 80.3%+17.2pp | 71.5%+26.1pp |
| Annual return | -15.95% | -10.05%-5.9pp | -0.04%-15.9pp | 32.82%-48.8pp |
| Employer contribution / active EE | $1,662 | $1,910-13.0% | $4,951-66.4% | $2,506-33.7% |
| Participant deferral / active EE | $2,390 | $2,646-9.6% | $5,637-57.6% | $4,310-44.5% |
| Admin fee / account holder | $86 | $154-44.1% | $14,673-99.4% | $188-54.3% |