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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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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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $57,854 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,097 | $51,045+15.8% | $70,515-16.2% | $71,457-17.3% |
| Participation rate | 95.0% | 59.4%+35.5pp | 68.3%+26.6pp | 67.9%+27.0pp |
| Annual return | 22.75% | 42.63%-19.9pp | 32.77%-10.0pp | 28.85%-6.1pp |
| Employer contribution / active EE | $5,930 | $1,790+231.2% | $2,973+99.4% | $2,588+129.2% |
| Participant deferral / active EE | $9,571 | $3,026+216.2% | $4,567+109.6% | $4,289+123.2% |
| Admin fee / account holder | $254 | $1,994-87.3% | $6,412-96.0% | $1,587-84.0% |