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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $79,118 |
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 | $68,352 | $61,756+10.7% | $70,092-2.5% | $77,904-12.3% |
| Participation rate | 93.5% | 79.9%+13.6pp | 70.5%+23.0pp | 73.7%+19.8pp |
| Annual return | -12.72% | -11.86%-0.9pp | 190.73%-203.5pp | 12.21%-24.9pp |
| Employer contribution / active EE | $2,929 | $2,706+8.2% | $2,559+14.5% | $2,848+2.8% |
| Participant deferral / active EE | $5,972 | $3,977+50.1% | $3,849+55.2% | $4,806+24.3% |
| Admin fee / account holder | $42 | $101-58.7% | $6,267-99.3% | $133-68.4% |