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 CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $42,027 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $29,579 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $93,247 | $83,884+11.2% | $64,056+45.6% | $74,419+25.3% |
| Participation rate | 29.8% | 76.6%-46.8pp | 72.3%-42.5pp | 70.7%-41.0pp |
| Annual return | 16.94% | 16.57%+0.4pp | 33.69%-16.7pp | 34.38%-17.4pp |
| Employer contribution / active EE | $1,444 | $3,084-53.2% | $2,747-47.4% | $2,637-45.2% |
| Participant deferral / active EE | $1,831 | $3,692-50.4% | $3,880-52.8% | $4,528-59.6% |
| Admin fee / account holder | $263 | $196+34.3% | $3,068-91.4% | $348-24.3% |