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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.
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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 | $50,311 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,265 | $86,929+71.7% | $102,423+45.7% | $80,856+84.6% |
| Participation rate | 78.1% | 72.4%+5.7pp | 76.5%+1.6pp | 67.6%+10.4pp |
| Annual return | 14.85% | 18.88%-4.0pp | 29.32%-14.5pp | 35.59%-20.7pp |
| Employer contribution / active EE | $2,239 | $2,369-5.5% | $3,023-25.9% | $2,755-18.7% |
| Participant deferral / active EE | $6,279 | $4,118+52.5% | $5,053+24.3% | $4,296+46.2% |
| Admin fee / account holder | $475 | $8,049-94.1% | $9,451-95.0% | $6,918-93.1% |