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 CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $4,155 |
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 | $64,779 | $84,784-23.6% | $98,439-34.2% | $74,419-13.0% |
| Participation rate | 96.2% | 81.5%+14.7pp | 75.2%+21.0pp | 70.7%+25.5pp |
| Annual return | 18.69% | 20.59%-1.9pp | 21.16%-2.5pp | 34.38%-15.7pp |
| Employer contribution / active EE | $3,080 | $3,364-8.4% | $3,048+1.1% | $2,637+16.8% |
| Participant deferral / active EE | $7,273 | $5,218+39.4% | $4,738+53.5% | $4,528+60.6% |
| Admin fee / account holder | $8 | $204-96.2% | $8,948-99.9% | $348-97.8% |