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 | $145,568 |
Service code 27 · EIN 84-4271533 | Advisory (Plan) | $78,845 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,636 | $47,126-15.9% | $149,673-73.5% | $74,419-46.7% |
| Participation rate | 94.0% | 63.4%+30.6pp | 78.8%+15.3pp | 70.7%+23.3pp |
| Annual return | 18.35% | 22.75%-4.4pp | 134.42%-116.1pp | 34.38%-16.0pp |
| Employer contribution / active EE | $863 | $1,905-54.7% | $4,818-82.1% | $2,637-67.3% |
| Participant deferral / active EE | $5,312 | $2,728+94.7% | $5,680-6.5% | $4,528+17.3% |
| Admin fee / account holder | $289 | $343-15.6% | $13,210-97.8% | $348-16.9% |