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 10-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 Filed as: LINCOLN INVESTMENT PLANNING LLC Service code 27 · EIN 23-1702591 | Advisory (Plan) | $23,221 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,333 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $85,225 | $76,670+11.2% | $96,683-11.9% | $71,457+19.3% |
| Participation rate | 70.2% | 66.6%+3.6pp | 74.3%-4.2pp | 67.9%+2.3pp |
| Annual return | 17.94% | 48.29%-30.4pp | 35.69%-17.8pp | 28.85%-10.9pp |
| Employer contribution / active EE | $1,032 | $3,031-65.9% | $3,737-72.4% | $2,588-60.1% |
| Participant deferral / active EE | $4,086 | $3,771+8.4% | $4,878-16.2% | $4,289-4.7% |
| Admin fee / account holder | $330 | $2,028-83.7% | $6,730-95.1% | $1,587-79.2% |