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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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $195 |
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 | $52,238 | $57,976-9.9% | $62,995-17.1% | $62,292-16.1% |
| Participation rate | 65.0% | 75.9%-10.9pp | 74.8%-9.8pp | 69.5%-4.5pp |
| Annual return | 15.99% | 17.54%-1.6pp | 87.57%-71.6pp | 28.90%-12.9pp |
| Employer contribution / active EE | $1,738 | $2,415-28.0% | $2,759-37.0% | $2,042-14.9% |
| Participant deferral / active EE | $4,359 | $2,956+47.5% | $3,329+30.9% | $3,169+37.5% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |