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 9-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 CORPORATION1+ years Filed as: LINCOLN TRUST CO. Service code 13 · EIN 72-0710250 110 VETERANS BLVD · METAIRIE, LA 70433 | Contract Administrator | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,372 | $46,360-56.1% | $147,614-86.2% | $52,331-61.1% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | 0.13% | 1.62%-1.5pp | 61.98%-61.8pp | 4.54%-4.4pp |
| Employer contribution / active EE | $4,613 | $2,126+117.0% | $5,564-17.1% | $1,882+145.2% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $35 | $766-95.4% | $11,611-99.7% | $592-94.1% |