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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $199,208 |
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 | $56,833 | $45,000+26.3% | $143,757-60.5% | $77,904-27.0% |
| Participation rate | 48.4% | 66.8%-18.4pp | 80.3%-31.9pp | 73.7%-25.3pp |
| Annual return | -15.34% | 29.03%-44.4pp | -0.04%-15.3pp | 12.21%-27.6pp |
| Employer contribution / active EE | $744 | $1,870-60.2% | $4,951-85.0% | $2,848-73.9% |
| Participant deferral / active EE | $4,072 | $3,157+29.0% | $5,637-27.8% | $4,806-15.3% |
| Admin fee / account holder | $108 | $98+9.2% | $14,673-99.3% | $133-18.9% |