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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION11+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $173,936 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,786 | $57,610+48.9% | $154,803-44.6% | $102,872-16.6% |
| Participation rate | 51.0% | 59.5%-8.5pp | 78.1%-27.1pp | 73.0%-22.0pp |
| Annual return | 16.03% | 30.49%-14.5pp | 58.88%-42.9pp | 19.06%-3.0pp |
| Employer contribution / active EE | $832 | $1,883-55.8% | $4,305-80.7% | $3,526-76.4% |
| Participant deferral / active EE | $4,772 | $2,914+63.7% | $5,540-13.9% | $5,535-13.8% |
| Admin fee / account holder | $80 | $368-78.2% | $14,329-99.4% | $292-72.6% |