See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $71,515 | $60,989+17.3% | $60,874+17.5% | $66,914+6.9% |
| Participation rate | 31.8% | 74.5%-42.7pp | 73.1%-41.3pp | 69.8%-38.0pp |
| Annual return | -13.50% | -9.60%-3.9pp | 16.90%-30.4pp | 1.58%-15.1pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,701-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,742 | $3,615-51.8% | $3,817-54.3% | $4,237-58.9% |
| Admin fee / account holder | $3 | $338-99.2% | $3,224-99.9% | $593-99.6% |