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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $48,272 |
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 | $24,503 | $47,126-48.0% | $149,673-83.6% | $74,419-67.1% |
| Participation rate | 81.8% | 63.4%+18.4pp | 78.8%+3.1pp | 70.7%+11.1pp |
| Annual return | 15.01% | 22.75%-7.7pp | 134.42%-119.4pp | 34.38%-19.4pp |
| Employer contribution / active EE | $743 | $1,905-61.0% | $4,818-84.6% | $2,637-71.8% |
| Participant deferral / active EE | $2,333 | $2,728-14.5% | $5,680-58.9% | $4,528-48.5% |
| Admin fee / account holder | $76 | $343-77.9% | $13,210-99.4% | $348-78.2% |