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 CORPORATION8+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $12,083 |
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 | $94,606 | $72,254+30.9% | $86,677+9.1% | $64,808+46.0% |
| Participation rate | 99.3% | 80.4%+18.9pp | 76.6%+22.8pp | 71.5%+27.9pp |
| Annual return | -9.74% | 392.42%-402.2pp | 35.91%-45.6pp | 32.82%-42.6pp |
| Employer contribution / active EE | $4,496 | $2,393+87.9% | $2,836+58.5% | $2,506+79.4% |
| Participant deferral / active EE | $4,908 | $4,658+5.4% | $4,656+5.4% | $4,310+13.9% |
| Admin fee / account holder | $34 | $174-80.3% | $7,493-99.5% | $188-81.7% |