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 Service code 13 · EIN 35-0472300 | Contract Administrator | $123,564 |
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 | $25,507 | $62,928-59.5% | $172,739-85.2% | $67,579-62.3% |
| Participation rate | 80.1% | 64.5%+15.7pp | 82.6%-2.5pp | 71.3%+8.8pp |
| Annual return | 20.44% | 30.36%-9.9pp | 802.84%-782.4pp | 378.56%-358.1pp |
| Employer contribution / active EE | $690 | $1,636-57.8% | $5,143-86.6% | $2,148-67.9% |
| Participant deferral / active EE | $2,327 | $2,145+8.5% | $5,198-55.2% | $3,539-34.2% |
| Admin fee / account holder | $166 | $167-0.6% | $13,954-98.8% | $142+16.4% |