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 35-1140070 | Contract Administrator | $525 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $365,583 | $87,870+316.0% | $113,168+223.0% | $74,304+392.0% |
| Participation rate | 99.1% | 70.7%+28.4pp | 76.6%+22.6pp | 60.3%+38.8pp |
| Annual return | 15.62% | 26.44%-10.8pp | 24.27%-8.6pp | 29.43%-13.8pp |
| Employer contribution / active EE | $9,223 | $2,277+305.0% | $2,975+210.0% | $2,241+311.5% |
| Participant deferral / active EE | $7,135 | $4,241+68.3% | $5,107+39.7% | $3,767+89.4% |
| Admin fee / account holder | $4 | $3,368-99.9% | $12,068-100.0% | $2,969-99.9% |