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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.
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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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $41,684 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,631 | $55,415-15.9% | $155,509-70.0% | $74,495-37.4% |
| Participation rate | 81.5% | 61.9%+19.6pp | 78.2%+3.3pp | 67.2%+14.3pp |
| Annual return | 11.90% | 268.50%-256.6pp | 64.67%-52.8pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $3,573 | $2,267+57.6% | $4,672-23.5% | $2,623+36.2% |
| Participant deferral / active EE | $4,673 | $2,836+64.8% | $5,626-16.9% | $4,346+7.5% |
| Admin fee / account holder | $234 | $1,738-86.5% | $15,912-98.5% | $1,942-87.9% |