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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $76,963 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,589 | $25,302+20.9% | $74,701-59.1% | $67,579-54.7% |
| Participation rate | 42.7% | 37.8%+4.9pp | 54.5%-11.8pp | 71.3%-28.6pp |
| Annual return | 20.92% | 10291.17%-10270.2pp | 752.92%-732.0pp | 378.56%-357.6pp |
| Employer contribution / active EE | $900 | $446+101.5% | $1,084-17.0% | $2,148-58.1% |
| Participant deferral / active EE | $1,531 | $954+60.5% | $1,964-22.0% | $3,539-56.7% |
| Admin fee / account holder | $237 | $108+120.0% | $3,333-92.9% | $142+66.4% |