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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $4,945 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,407 | $55,415-23.5% | $155,509-72.7% | $74,495-43.1% |
| Participation rate | 46.0% | 61.9%-15.9pp | 78.2%-32.2pp | 67.2%-21.2pp |
| Annual return | 11.23% | 268.50%-257.3pp | 64.67%-53.4pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $1,862 | $2,267-17.9% | $4,672-60.1% | $2,623-29.0% |
| Participant deferral / active EE | $2,265 | $2,836-20.1% | $5,626-59.7% | $4,346-47.9% |
| Admin fee / account holder | $36 | $1,738-97.9% | $15,912-99.8% | $1,942-98.1% |