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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,094 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,242 | $82,978+201.6% | $130,231+92.2% | $74,419+236.3% |
| Participation rate | 95.7% | 73.7%+22.0pp | 76.3%+19.4pp | 70.7%+24.9pp |
| Annual return | 78.72% | 123.05%-44.3pp | 38.77%+40.0pp | 34.38%+44.3pp |
| Employer contribution / active EE | $7,235 | $3,391+113.3% | $4,126+75.4% | $2,637+174.3% |
| Participant deferral / active EE | $16,795 | $5,370+212.7% | $6,799+147.0% | $4,528+270.9% |
| Admin fee / account holder | $1 | $354-99.6% | $6,020-100.0% | $348-99.6% |