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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $163,830 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $76,383 | $53,136+43.7% | $155,509-50.9% | $199,593-61.7% |
| Participation rate | 49.4% | 64.1%-14.7pp | 78.2%-28.8pp | 72.0%-22.6pp |
| Annual return | 12.14% | 41.15%-29.0pp | 64.67%-52.5pp | 34.25%-22.1pp |
| Employer contribution / active EE | $774 | $1,851-58.2% | $4,672-83.4% | $3,034-74.5% |
| Participant deferral / active EE | $4,417 | $3,161+39.7% | $5,626-21.5% | $5,087-13.2% |
| Admin fee / account holder | $84 | $185-54.9% | $15,912-99.5% | $269-68.9% |