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 8-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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,010 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,373 | $81,908-78.8% | $90,749-80.9% | $64,808-73.2% |
| Participation rate | 97.5% | 80.5%+17.1pp | 75.7%+21.8pp | 71.5%+26.1pp |
| Annual return | -15.66% | -12.53%-3.1pp | -12.16%-3.5pp | 32.82%-48.5pp |
| Employer contribution / active EE | $1,943 | $3,065-36.6% | $2,921-33.5% | $2,506-22.5% |
| Participant deferral / active EE | $3,152 | $4,840-34.9% | $4,564-30.9% | $4,310-26.9% |
| Admin fee / account holder | $4 | $157-97.8% | $8,445-100.0% | $188-98.1% |