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 CORPORATION9 years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,119 |
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 | $41,654 | $55,415-24.8% | $155,509-73.2% | $74,495-44.1% |
| Participation rate | 23.5% | 61.9%-38.4pp | 78.2%-54.7pp | 67.2%-43.7pp |
| Annual return | 16.57% | 268.50%-251.9pp | 64.67%-48.1pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $1,040 | $2,267-54.1% | $4,672-77.7% | $2,623-60.4% |
| Participant deferral / active EE | $1,866 | $2,836-34.2% | $5,626-66.8% | $4,346-57.1% |
| Admin fee / account holder | $26 | $1,738-98.5% | $15,912-99.8% | $1,942-98.7% |