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 |
|---|---|---|
Filed as: LINCOLN NATIONAL LIFE INSURANCE CO. Service code 13 · EIN 35-0472300 | Contract Administrator | $50,620 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $51,649 | $101,317-49.0% | $146,958-64.9% | $74,495-30.7% |
| Participation rate | 97.3% | 75.5%+21.8pp | 82.2%+15.2pp | 67.2%+30.1pp |
| Annual return | 13.91% | 8730.91%-8717.0pp | 418.34%-404.4pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $5,760 | $3,810+51.2% | $4,933+16.8% | $2,623+119.6% |
| Participant deferral / active EE | $8,131 | $7,303+11.3% | $8,070+0.8% | $4,346+87.1% |
| Admin fee / account holder | $372 | $1,739-78.6% | $12,998-97.1% | $1,942-80.8% |