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 7-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 35-0472300 | Contract Administrator | $7,184 |
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 | $48,594 | $121,341-60.0% | $189,513-74.4% | $79,386-38.8% |
| Participation rate | 99.5% | 86.1%+13.4pp | 87.8%+11.7pp | 70.7%+28.8pp |
| Annual return | 15.70% | 21.08%-5.4pp | 555.15%-539.4pp | 116.85%-101.1pp |
| Employer contribution / active EE | $3,005 | $3,915-23.2% | $6,162-51.2% | $2,427+23.8% |
| Participant deferral / active EE | $4,213 | $6,395-34.1% | $8,221-48.8% | $4,046+4.1% |
| Admin fee / account holder | $46 | $651-93.0% | $12,045-99.6% | $626-92.7% |