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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $60,999 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,917 | $30,086+32.7% | $61,373-35.0% | $64,808-38.4% |
| Participation rate | 33.4% | 36.4%-2.9pp | 52.6%-19.2pp | 71.5%-38.0pp |
| Annual return | -14.39% | -13.99%-0.4pp | 338.61%-353.0pp | 32.82%-47.2pp |
| Employer contribution / active EE | $831 | $536+54.9% | $1,159-28.3% | $2,506-66.8% |
| Participant deferral / active EE | $1,666 | $1,126+48.0% | $2,125-21.6% | $4,310-61.4% |
| Admin fee / account holder | $272 | $148+83.8% | $2,130-87.2% | $188+45.0% |