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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $23,601 |
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 | $75,055 | $50,815+47.7% | $155,509-51.7% | $77,643-3.3% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 12.28% | 34.80%-22.5pp | 64.67%-52.4pp | 31.24%-19.0pp |
| Employer contribution / active EE | $2,162 | $1,993+8.5% | $4,672-53.7% | $2,726-20.7% |
| Participant deferral / active EE | $6,600 | $2,822+133.9% | $5,626+17.3% | $4,647+42.0% |
| Admin fee / account holder | $45 | $437-89.7% | $15,912-99.7% | $430-89.6% |