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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $30,731 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,649 | $55,415+99.7% | $155,509-28.8% | $74,495+48.5% |
| Participation rate | 86.2% | 61.9%+24.3pp | 78.2%+8.0pp | 67.2%+19.0pp |
| Annual return | 14.06% | 268.50%-254.4pp | 64.67%-50.6pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $4,174 | $2,267+84.1% | $4,672-10.7% | $2,623+59.1% |
| Participant deferral / active EE | $9,121 | $2,836+221.6% | $5,626+62.1% | $4,346+109.9% |
| Admin fee / account holder | $91 | $1,738-94.8% | $15,912-99.4% | $1,942-95.3% |