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 Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 55 · EIN 35-1151034 | Other Commissions | $24,787 |
Service code 37 · EIN 04-2647786 | Loan Processing | $775 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,983 | $73,867+47.5% | $143,757-24.2% | $68,494+59.1% |
| Participation rate | 54.1% | 66.7%-12.6pp | 80.3%-26.3pp | 67.9%-13.8pp |
| Annual return | -16.50% | 1.01%-17.5pp | -0.04%-16.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,864 | $3,184-41.5% | $4,951-62.3% | $2,596-28.2% |
| Participant deferral / active EE | $4,127 | $3,384+21.9% | $5,637-26.8% | $4,027+2.5% |
| Admin fee / account holder | $10 | $5,755-99.8% | $14,673-99.9% | $5,403-99.8% |