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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $7,625 |
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $142 |
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 | $8,928 | $58,264-84.7% | $86,612-89.7% | $71,457-87.5% |
| Participation rate | 76.6% | 65.0%+11.6pp | 71.7%+4.9pp | 67.9%+8.7pp |
| Annual return | 14.86% | 21.63%-6.8pp | 591.07%-576.2pp | 28.85%-14.0pp |
| Employer contribution / active EE | $998 | $2,574-61.2% | $3,022-67.0% | $2,588-61.4% |
| Participant deferral / active EE | $1,032 | $3,436-70.0% | $4,438-76.7% | $4,289-75.9% |
| Admin fee / account holder | $4 | $1,057-99.6% | $5,614-99.9% | $1,587-99.8% |