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 Filed as: LINCOLN FINANCIAL ADVISORS COMPE Service code 99 · EIN 34-0873311 | Other Fees | $48,524 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,783 |
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 | $141,996 | $79,428+78.8% | $106,548+33.3% | $79,386+78.9% |
| Participation rate | 63.4% | 74.1%-10.7pp | 76.1%-12.7pp | 70.7%-7.3pp |
| Annual return | 14.04% | 18.27%-4.2pp | 26.80%-12.8pp | 116.85%-102.8pp |
| Employer contribution / active EE | $358 | $2,234-84.0% | $2,819-87.3% | $2,427-85.2% |
| Participant deferral / active EE | $3,679 | $3,823-3.8% | $4,398-16.3% | $4,046-9.1% |
| Admin fee / account holder | $386 | $523-26.2% | $7,407-94.8% | $626-38.4% |