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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $5,063 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,165 | $81,248-76.4% | $155,509-87.7% | $80,856-76.3% |
| Participation rate | 93.4% | 66.2%+27.2pp | 78.2%+15.2pp | 67.6%+25.8pp |
| Annual return | 7.25% | 33.31%-26.1pp | 64.67%-57.4pp | 35.59%-28.3pp |
| Employer contribution / active EE | $1,124 | $3,100-63.8% | $4,672-76.0% | $2,755-59.2% |
| Participant deferral / active EE | $1,378 | $3,452-60.1% | $5,626-75.5% | $4,296-67.9% |
| Admin fee / account holder | $24 | $7,997-99.7% | $15,912-99.8% | $6,918-99.7% |