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 | $1,970 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,875 | $56,629+55.2% | $77,999+12.7% | $55,167+59.3% |
| Participation rate | 69.4% | 73.3%-3.9pp | 75.5%-6.2pp | 69.0%+0.4pp |
| Annual return | 6.63% | 2866.98%-2860.3pp | 425.96%-419.3pp | 169.23%-162.6pp |
| Employer contribution / active EE | $470 | $1,723-72.7% | $2,470-81.0% | $1,963-76.0% |
| Participant deferral / active EE | $2,644 | $2,777-4.8% | $3,497-24.4% | $3,054-13.4% |
| Admin fee / account holder | $14 | $467-96.9% | $5,480-99.7% | $504-97.2% |