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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 CORPORATION4 years Service code 13 · EIN 35-1140090 | Contract Administrator | $28,666 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,451 | $85,135+36.8% | $98,907+17.7% | $73,409+58.6% |
| Participation rate | 54.6% | 81.1%-26.6pp | 76.0%-21.4pp | 72.2%-17.6pp |
| Annual return | 16.40% | 19.14%-2.7pp | 196.43%-180.0pp | 59.29%-42.9pp |
| Employer contribution / active EE | $738 | $2,721-72.9% | $2,689-72.6% | $2,234-67.0% |
| Participant deferral / active EE | $3,645 | $4,349-16.2% | $4,244-14.1% | $3,805-4.2% |
| Admin fee / account holder | $174 | $139+24.6% | $6,642-97.4% | $158+9.9% |