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 CORPORATION5 years Filed as: LINCOLN INVESTMENT PLANNING LLC Service code 27 · EIN 23-1702591 | Advisory (Plan) | $32,937 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,570 |
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 | $97,594 | $86,944+12.2% | $107,525-9.2% | $74,304+31.3% |
| Participation rate | 75.0% | 59.6%+15.4pp | 75.1%-0.1pp | 60.3%+14.7pp |
| Annual return | 15.57% | 23.52%-7.9pp | 181.32%-165.7pp | 29.43%-13.9pp |
| Employer contribution / active EE | $1,098 | $2,757-60.2% | $3,754-70.8% | $2,241-51.0% |
| Participant deferral / active EE | $4,580 | $3,554+28.8% | $5,116-10.5% | $3,767+21.6% |
| Admin fee / account holder | $387 | $3,727-89.6% | $8,919-95.7% | $2,969-87.0% |