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 CORPORATION9 years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,315 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,127 | $50,982-74.3% | $154,803-91.5% | $85,563-84.7% |
| Participation rate | 96.8% | 59.8%+37.1pp | 78.1%+18.8pp | 66.0%+30.9pp |
| Annual return | 16.57% | 30.35%-13.8pp | 58.88%-42.3pp | 31.51%-14.9pp |
| Employer contribution / active EE | $561 | $1,708-67.2% | $4,305-87.0% | $2,654-78.9% |
| Participant deferral / active EE | $2,138 | $2,474-13.6% | $5,540-61.4% | $4,375-51.1% |
| Admin fee / account holder | $7 | $846-99.2% | $14,329-100.0% | $834-99.2% |