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 6-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 | $84,143 |
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 | $90,972 | $76,173+19.4% | $81,382+11.8% | $199,593-54.4% |
| Participation rate | 91.0% | 76.3%+14.7pp | 69.5%+21.5pp | 72.0%+19.0pp |
| Annual return | 13.37% | 15.59%-2.2pp | 24.73%-11.4pp | 34.25%-20.9pp |
| Employer contribution / active EE | $2,998 | $2,792+7.4% | $2,463+21.7% | $3,034-1.2% |
| Participant deferral / active EE | $6,374 | $4,201+51.7% | $3,883+64.1% | $5,087+25.3% |
| Admin fee / account holder | $40 | $146-72.9% | $5,768-99.3% | $269-85.3% |