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 3-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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $63,995 |
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 | $91,682 | $112,623-18.6% | $106,213-13.7% | $199,593-54.1% |
| Participation rate | 100.0% | 86.2%+13.8pp | 75.3%+24.7pp | 72.0%+28.0pp |
| Annual return | 16.17% | 15.57%+0.6pp | 116.14%-100.0pp | 34.25%-18.1pp |
| Employer contribution / active EE | $2,845 | $4,575-37.8% | $3,171-10.3% | $3,034-6.3% |
| Participant deferral / active EE | $7,555 | $6,659+13.4% | $5,016+50.6% | $5,087+48.5% |
| Admin fee / account holder | $28 | $107-73.7% | $11,033-99.7% | $269-89.5% |