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 8-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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $21,501 |
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 | $55,181 | $85,135-35.2% | $98,907-44.2% | $73,409-24.8% |
| Participation rate | 92.5% | 81.1%+11.4pp | 76.0%+16.5pp | 72.2%+20.3pp |
| Annual return | 16.44% | 19.14%-2.7pp | 196.43%-180.0pp | 59.29%-42.9pp |
| Employer contribution / active EE | $2,573 | $2,721-5.4% | $2,689-4.3% | $2,234+15.2% |
| Participant deferral / active EE | $5,770 | $4,349+32.7% | $4,244+36.0% | $3,805+51.6% |
| Admin fee / account holder | $39 | $139-71.8% | $6,642-99.4% | $158-75.1% |