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 CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $61 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,059 | $50,815+53.6% | $155,509-49.8% | $77,643+0.5% |
| Participation rate | 37.0% | 63.1%-26.1pp | 78.2%-41.1pp | 70.6%-33.5pp |
| Annual return | 14.80% | 34.80%-20.0pp | 64.67%-49.9pp | 31.24%-16.4pp |
| Employer contribution / active EE | $621 | $1,993-68.8% | $4,672-86.7% | $2,726-77.2% |
| Participant deferral / active EE | $881 | $2,822-68.8% | $5,626-84.3% | $4,647-81.0% |
| Admin fee / account holder | $1 | $437-99.8% | $15,912-100.0% | $430-99.8% |