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 CORPORATION2+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $29,632 |
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 | $15,735 | $46,732-66.3% | $156,549-89.9% | $55,167-71.5% |
| Participation rate | 62.8% | 65.8%-3.0pp | 84.0%-21.2pp | 69.0%-6.2pp |
| Annual return | 5.36% | 17.72%-12.4pp | 32.23%-26.9pp | 169.23%-163.9pp |
| Employer contribution / active EE | $1,116 | $2,105-47.0% | $5,501-79.7% | $1,963-43.1% |
| Participant deferral / active EE | $2,240 | $2,204+1.6% | $4,871-54.0% | $3,054-26.7% |
| Admin fee / account holder | $179 | $418-57.3% | $13,027-98.6% | $504-64.6% |