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 1300 S CLINTON STREET · FORT WAYNE, IN 468012248 | Contract Administrator | $20,059 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,207 | $57,541-37.1% | $95,745-62.2% | $75,163-51.8% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 13.16% | 34.93%-21.8pp | 28.35%-15.2pp | 160.62%-147.5pp |
| Employer contribution / active EE | $1,807 | $1,8080% | $2,835-36.2% | $2,670-32.3% |
| Participant deferral / active EE | $2,042 | $3,074-33.6% | $4,245-51.9% | $4,125-50.5% |
| Admin fee / account holder | $198 | $4,099-95.2% | $5,678-96.5% | $5,651-96.5% |