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 7-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 CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $38,721 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,148 | $119,446-76.4% | $150,045-81.2% | $85,563-67.1% |
| Participation rate | 95.1% | 75.4%+19.7pp | 82.3%+12.8pp | 66.0%+29.1pp |
| Annual return | 16.01% | 23.72%-7.7pp | 62.55%-46.5pp | 31.51%-15.5pp |
| Employer contribution / active EE | $1,062 | $4,078-74.0% | $4,693-77.4% | $2,654-60.0% |
| Participant deferral / active EE | $3,239 | $7,985-59.4% | $7,997-59.5% | $4,375-26.0% |
| Admin fee / account holder | $43 | $548-92.1% | $13,435-99.7% | $834-94.8% |