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 7-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 | $10,055 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,765 | $61,473+0.5% | $81,930-24.6% | $73,409-15.9% |
| Participation rate | 62.7% | 72.4%-9.7pp | 72.0%-9.3pp | 72.2%-9.5pp |
| Annual return | 14.21% | 28.26%-14.1pp | 29.49%-15.3pp | 59.29%-45.1pp |
| Employer contribution / active EE | $342 | $1,898-82.0% | $4,310-92.1% | $2,234-84.7% |
| Participant deferral / active EE | $2,579 | $3,080-16.3% | $7,107-63.7% | $3,805-32.2% |
| Admin fee / account holder | $51 | $125-59.7% | $5,158-99.0% | $158-68.0% |