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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $84,109 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,556 | $29,548+74.5% | $56,411-8.6% | $77,643-33.6% |
| Participation rate | 34.2% | 32.7%+1.6pp | 52.5%-18.2pp | 70.6%-36.3pp |
| Annual return | 12.65% | 19.01%-6.4pp | 1701.33%-1688.7pp | 31.24%-18.6pp |
| Employer contribution / active EE | $935 | $568+64.8% | $1,039-10.0% | $2,726-65.7% |
| Participant deferral / active EE | $1,889 | $1,061+78.1% | $1,952-3.2% | $4,647-59.3% |
| Admin fee / account holder | $343 | $1,046-67.2% | $2,829-87.9% | $430-20.2% |