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 | $157 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,534 | $50,815-24.2% | $155,509-75.2% | $77,643-50.4% |
| Participation rate | 24.6% | 63.1%-38.5pp | 78.2%-53.6pp | 70.6%-46.0pp |
| Annual return | 11.21% | 34.80%-23.6pp | 64.67%-53.5pp | 31.24%-20.0pp |
| Employer contribution / active EE | $260 | $1,993-87.0% | $4,672-94.4% | $2,726-90.5% |
| Participant deferral / active EE | $961 | $2,822-65.9% | $5,626-82.9% | $4,647-79.3% |
| Admin fee / account holder | $1 | $437-99.8% | $15,912-100.0% | $430-99.8% |