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.
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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 CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $69,502 |
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 | $90,521 | $77,660+16.6% | $109,143-17.1% | $79,386+14.0% |
| Participation rate | 88.0% | 67.8%+20.2pp | 75.9%+12.1pp | 70.7%+17.3pp |
| Annual return | 18.53% | 23.44%-4.9pp | 25.75%-7.2pp | 116.85%-98.3pp |
| Employer contribution / active EE | $2,090 | $2,797-25.3% | $3,722-43.9% | $2,427-13.9% |
| Participant deferral / active EE | $6,089 | $3,518+73.1% | $4,653+30.9% | $4,046+50.5% |
| Admin fee / account holder | $353 | $732-51.8% | $6,752-94.8% | $626-43.7% |