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 4-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 CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,046 |
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 | $62,981 | $56,485+11.5% | $185,823-66.1% | $86,799-27.4% |
| Participation rate | 37.9% | 65.5%-27.5pp | 81.7%-43.8pp | 72.3%-34.3pp |
| Annual return | 191.36% | 118.04%+73.3pp | 122.05%+69.3pp | 97.91%+93.5pp |
| Employer contribution / active EE | $571 | $1,843-69.0% | $5,167-88.9% | $2,405-76.2% |
| Participant deferral / active EE | $1,082 | $2,553-57.6% | $5,568-80.6% | $4,131-73.8% |
| Admin fee / account holder | $26 | $150-82.6% | $16,237-99.8% | $170-84.6% |