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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $6,276 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,143 | $73,867-75.4% | $143,757-87.4% | $68,494-73.5% |
| Participation rate | 86.0% | 66.7%+19.4pp | 80.3%+5.7pp | 67.9%+18.2pp |
| Annual return | -3.81% | 1.01%-4.8pp | -0.04%-3.8pp | -7.84%+4.0pp |
| Employer contribution / active EE | $1,070 | $3,184-66.4% | $4,951-78.4% | $2,596-58.8% |
| Participant deferral / active EE | $1,242 | $3,384-63.3% | $5,637-78.0% | $4,027-69.2% |
| Admin fee / account holder | $30 | $5,755-99.5% | $14,673-99.8% | $5,403-99.4% |