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 CORPORATION4 years Filed as: LINCOLN NATIONAL LIFE INSURANCE Service code 13 · EIN 35-1140070 | Contract Administrator | $88,539 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $95,508 | $82,202+16.2% | $125,339-23.8% | $64,808+47.4% |
| Participation rate | 51.2% | 77.9%-26.7pp | 82.4%-31.2pp | 71.5%-20.3pp |
| Annual return | -16.59% | 3.48%-20.1pp | 572.05%-588.6pp | 32.82%-49.4pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $4,814-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $5,551 | $7,175-22.6% | $7,446-25.5% | $4,310+28.8% |
| Admin fee / account holder | $527 | $163+222.8% | $10,010-94.7% | $188+180.6% |