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 CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $54,403 |
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 | $79,980 | $72,066+11.0% | $81,930-2.4% | $90,288-11.4% |
| Participation rate | 86.0% | 78.9%+7.1pp | 72.0%+14.1pp | 73.4%+12.7pp |
| Annual return | 17.85% | 15.92%+1.9pp | 29.49%-11.6pp | 53.97%-36.1pp |
| Employer contribution / active EE | $1,977 | $2,335-15.3% | $4,310-54.1% | $2,524-21.7% |
| Participant deferral / active EE | $5,433 | $3,557+52.7% | $7,107-23.6% | $4,232+28.4% |
| Admin fee / account holder | $41 | $92-55.3% | $5,158-99.2% | $114-63.7% |