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 CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $26,973 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,728 | $43,717-32.0% | $81,478-63.5% | $77,958-61.9% |
| Participation rate | 38.0% | 42.5%-4.5pp | 68.0%-30.0pp | 71.6%-33.7pp |
| Annual return | 15.21% | 23.83%-8.6pp | 38.78%-23.6pp | 20.87%-5.7pp |
| Employer contribution / active EE | $514 | $919-44.0% | $2,568-80.0% | $2,310-77.7% |
| Participant deferral / active EE | $1,287 | $1,783-27.9% | $3,537-63.6% | $3,537-63.6% |
| Admin fee / account holder | $19 | $108-82.1% | $4,561-99.6% | $97-80.2% |