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 CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $28,391 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,886 | $59,805+40.3% | $79,550+5.5% | $68,494+22.5% |
| Participation rate | 58.2% | 61.1%-2.8pp | 69.5%-11.2pp | 67.9%-9.6pp |
| Annual return | -13.24% | -12.30%-0.9pp | 0.16%-13.4pp | -7.84%-5.4pp |
| Employer contribution / active EE | $666 | $1,505-55.7% | $2,413-72.4% | $2,596-74.3% |
| Participant deferral / active EE | $3,416 | $3,024+13.0% | $3,985-14.3% | $4,027-15.2% |
| Admin fee / account holder | $330 | $4,835-93.2% | $6,832-95.2% | $5,403-93.9% |