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 35-1140070 | Contract Administrator | $30,058 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,309 | $39,038-42.9% | $98,755-77.4% | $86,799-74.3% |
| Participation rate | 35.7% | 68.2%-32.5pp | 65.7%-30.1pp | 72.3%-36.6pp |
| Annual return | 9.78% | 25.86%-16.1pp | 49.91%-40.1pp | 97.91%-88.1pp |
| Employer contribution / active EE | $640 | $1,231-48.0% | $2,067-69.0% | $2,405-73.4% |
| Participant deferral / active EE | $1,577 | $2,581-38.9% | $3,035-48.1% | $4,131-61.8% |
| Admin fee / account holder | $96 | $126-23.9% | $4,076-97.7% | $170-43.5% |