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 CORPORATION6 years Filed as: LINCOLN NATIONAL LIFE INSURANCE Service code 13 · EIN 35-1140070 | Contract Administrator | $97,608 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $118,924 | $106,028+12.2% | $146,958-19.1% | $77,643+53.2% |
| Participation rate | 42.1% | 78.4%-36.3pp | 82.2%-40.0pp | 70.6%-28.5pp |
| Annual return | 12.64% | 56.73%-44.1pp | 418.34%-405.7pp | 31.24%-18.6pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $5,438 | $7,990-31.9% | $8,070-32.6% | $4,647+17.0% |
| Admin fee / account holder | $493 | $337+46.1% | $12,998-96.2% | $430+14.5% |