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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,490 |
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 | $59,734 | $81,908-27.1% | $90,749-34.2% | $64,808-7.8% |
| Participation rate | 94.8% | 80.5%+14.3pp | 75.7%+19.1pp | 71.5%+23.3pp |
| Annual return | -15.85% | -12.53%-3.3pp | -12.16%-3.7pp | 32.82%-48.7pp |
| Employer contribution / active EE | $2,961 | $3,065-3.4% | $2,921+1.4% | $2,506+18.2% |
| Participant deferral / active EE | $7,017 | $4,840+45.0% | $4,564+53.7% | $4,310+62.8% |
| Admin fee / account holder | $3 | $157-98.1% | $8,445-100.0% | $188-98.4% |