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 35-0472300 | Contract Administrator | $88,328 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,041 | $55,416+55.3% | $75,972+13.3% | $77,643+10.8% |
| Participation rate | 69.5% | 63.6%+6.0pp | 69.1%+0.5pp | 70.6%-1.0pp |
| Annual return | 11.84% | 17.07%-5.2pp | 359.55%-347.7pp | 31.24%-19.4pp |
| Employer contribution / active EE | $2,055 | $1,788+15.0% | $2,685-23.5% | $2,726-24.6% |
| Participant deferral / active EE | $3,520 | $3,447+2.1% | $4,255-17.3% | $4,647-24.3% |
| Admin fee / account holder | $405 | $414-2.1% | $6,467-93.7% | $430-5.9% |