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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $36,820 |
Filed as: ALLIANT RETIREMENT CONSULTING Service code 27 · EIN 33-0785439 | Advisory (Plan) | $18,932 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,808 | $95,803+2.1% | $113,168-13.6% | $84,808+15.3% |
| Participation rate | 77.6% | 72.9%+4.7pp | 76.6%+1.0pp | 68.3%+9.2pp |
| Annual return | 13.57% | 25.00%-11.4pp | 24.27%-10.7pp | 40.90%-27.3pp |
| Employer contribution / active EE | $910 | $2,360-61.4% | $2,975-69.4% | $2,631-65.4% |
| Participant deferral / active EE | $10,110 | $4,242+138.3% | $5,107+98.0% | $4,212+140.1% |
| Admin fee / account holder | $547 | $8,989-93.9% | $12,068-95.5% | $7,344-92.5% |