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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $120,247 |
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 | $57,181 | $56,095+1.9% | $178,490-68.0% | $90,288-36.7% |
| Participation rate | 47.2% | 65.6%-18.4pp | 81.9%-34.7pp | 73.4%-26.2pp |
| Annual return | 15.18% | 28.81%-13.6pp | 151.07%-135.9pp | 53.97%-38.8pp |
| Employer contribution / active EE | $538 | $1,572-65.8% | $5,011-89.3% | $2,524-78.7% |
| Participant deferral / active EE | $3,736 | $2,669+40.0% | $5,202-28.2% | $4,232-11.7% |
| Admin fee / account holder | $72 | $101-28.7% | $13,984-99.5% | $114-37.1% |