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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.
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $677 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,641 | $39,122+11.6% | $57,179-23.7% | $62,891-30.6% |
| Participation rate | 69.4% | 70.5%-1.1pp | 75.3%-6.0pp | 69.3%+0.1pp |
| Annual return | 7.49% | 9.23%-1.7pp | 14.59%-7.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,651 | $1,874-11.9% | $2,682-38.4% | $2,281-27.6% |
| Participant deferral / active EE | $4,215 | $2,374+77.6% | $3,096+36.1% | $3,203+31.6% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |