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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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $135,270 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,919 | $47,456+5.2% | $172,739-71.1% | $77,787-35.8% |
| Participation rate | 47.3% | 66.3%-19.0pp | 82.6%-35.4pp | 73.2%-25.9pp |
| Annual return | 21.62% | 35.57%-14.0pp | 802.84%-781.2pp | 32.57%-11.0pp |
| Employer contribution / active EE | $540 | $1,574-65.7% | $5,143-89.5% | $2,504-78.4% |
| Participant deferral / active EE | $3,673 | $2,560+43.5% | $5,198-29.3% | $3,967-7.4% |
| Admin fee / account holder | $87 | $81+7.8% | $13,954-99.4% | $100-12.9% |