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 CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $32,586 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $30,000 |
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 | $99,113 | $91,762+8.0% | $67,502+46.8% | $77,643+27.7% |
| Participation rate | 30.0% | 75.9%-45.9pp | 72.9%-42.9pp | 70.6%-40.5pp |
| Annual return | 12.67% | 14.87%-2.2pp | 3512.12%-3499.5pp | 31.24%-18.6pp |
| Employer contribution / active EE | $1,437 | $3,181-54.8% | $2,731-47.4% | $2,726-47.3% |
| Participant deferral / active EE | $1,852 | $3,903-52.6% | $4,000-53.7% | $4,647-60.1% |
| Admin fee / account holder | $231 | $176+31.2% | $3,998-94.2% | $430-46.3% |