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 9-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 RETIREMENT SERVICES Service code 13 · EIN 35-0472300 | Contract Administrator | $31,150 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $1,800 |
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 | $2,938 | $65,390-95.5% | $169,368-98.3% | $71,457-95.9% |
| Participation rate | 91.5% | 67.0%+24.5pp | 77.1%+14.3pp | 67.9%+23.5pp |
| Annual return | 21.71% | 21.31%+0.4pp | 405.60%-383.9pp | 28.85%-7.1pp |
| Employer contribution / active EE | $1,345 | $2,079-35.3% | $4,013-66.5% | $2,588-48.0% |
| Participant deferral / active EE | $2,065 | $4,367-52.7% | $6,221-66.8% | $4,289-51.9% |
| Admin fee / account holder | $54 | $1,324-95.9% | $9,003-99.4% | $1,587-96.6% |