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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.
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $30,979 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,676 | $84,556+46.3% | $116,228+6.4% | $74,304+66.4% |
| Participation rate | 99.4% | 66.0%+33.4pp | 74.6%+24.9pp | 60.3%+39.1pp |
| Annual return | 12.36% | 18.35%-6.0pp | 90.06%-77.7pp | 29.43%-17.1pp |
| Employer contribution / active EE | $9,137 | $2,168+321.5% | $2,994+205.1% | $2,241+307.7% |
| Participant deferral / active EE | $5,352 | $3,814+40.3% | $4,953+8.0% | $3,767+42.1% |
| Admin fee / account holder | $151 | $3,792-96.0% | $11,989-98.7% | $2,969-94.9% |