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 CORPORATION3 years Filed as: LINCOLN INVESTMENT PLANNING INC Service code 99 · EIN 23-1702591 | Other Fees | $71,071 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $4,707 |
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 | $50,005 | $84,556-40.9% | $116,228-57.0% | $74,304-32.7% |
| Participation rate | 86.0% | 66.0%+20.0pp | 74.6%+11.5pp | 60.3%+25.7pp |
| Annual return | 13.41% | 18.35%-4.9pp | 90.06%-76.6pp | 29.43%-16.0pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,994-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $4,029 | $3,814+5.6% | $4,953-18.7% | $3,767+6.9% |
| Admin fee / account holder | $18 | $3,792-99.5% | $11,989-99.9% | $2,969-99.4% |