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 CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $4,755 |
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 | $19,769 | $84,784-76.7% | $98,439-79.9% | $74,419-73.4% |
| Participation rate | 96.8% | 81.5%+15.2pp | 75.2%+21.6pp | 70.7%+26.0pp |
| Annual return | 18.69% | 20.59%-1.9pp | 21.16%-2.5pp | 34.38%-15.7pp |
| Employer contribution / active EE | $1,967 | $3,364-41.5% | $3,048-35.5% | $2,637-25.4% |
| Participant deferral / active EE | $3,237 | $5,218-38.0% | $4,738-31.7% | $4,528-28.5% |
| Admin fee / account holder | $8 | $204-96.2% | $8,948-99.9% | $348-97.8% |