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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $83,240 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,955 | $54,517+39.3% | $75,9720% | $74,495+2.0% |
| Participation rate | 97.7% | 60.3%+37.4pp | 69.1%+28.6pp | 67.2%+30.5pp |
| Annual return | 18.93% | 31.82%-12.9pp | 359.55%-340.6pp | 1364.94%-1346.0pp |
| Employer contribution / active EE | $6,503 | $1,777+265.9% | $2,685+142.2% | $2,623+147.9% |
| Participant deferral / active EE | $10,568 | $3,066+244.8% | $4,255+148.3% | $4,346+143.2% |
| Admin fee / account holder | $349 | $2,229-84.3% | $6,467-94.6% | $1,942-82.0% |