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 CORPORATION3 years Service code 13 · EIN 35-1140070 1300 S. CLINTON STREET · FORT WAYNE, IN 468012248 | Contract Administrator | $13,948 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,331 | $54,573-40.8% | $90,951-64.5% | $73,488-56.0% |
| Participation rate | 59.5% | 61.2%-1.7pp | 69.0%-9.5pp | 70.7%-11.2pp |
| Annual return | 14.99% | 16.69%-1.7pp | 134.60%-119.6pp | 28.51%-13.5pp |
| Employer contribution / active EE | $1,118 | $991+12.7% | $2,122-47.3% | $2,270-50.8% |
| Participant deferral / active EE | $1,628 | $2,517-35.3% | $3,373-51.7% | $3,740-56.5% |
| Admin fee / account holder | $232 | $521-55.5% | $5,959-96.1% | $513-54.8% |