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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $80,799 |
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 | $83,105 | $73,034+13.8% | $77,163+7.7% | $80,160+3.7% |
| Participation rate | 94.1% | 78.1%+15.9pp | 69.6%+24.5pp | 72.9%+21.1pp |
| Annual return | 35.83% | 18.56%+17.3pp | 37.87%-2.0pp | 40.38%-4.6pp |
| Employer contribution / active EE | $2,578 | $2,779-7.2% | $2,535+1.7% | $2,978-13.4% |
| Participant deferral / active EE | $5,307 | $4,140+28.2% | $3,833+38.4% | $5,017+5.8% |
| Admin fee / account holder | $38 | $104-63.5% | $5,472-99.3% | $145-73.9% |