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 Service code 13 · EIN 35-1140070 | Contract Administrator | $575 |
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 | $66,906 | $58,726+13.9% | $92,233-27.5% | $62,292+7.4% |
| Participation rate | 70.3% | 68.3%+1.9pp | 76.5%-6.2pp | 69.5%+0.8pp |
| Annual return | 14.04% | 43.62%-29.6pp | 176.28%-162.2pp | 28.90%-14.9pp |
| Employer contribution / active EE | $1,004 | $2,392-58.0% | $3,679-72.7% | $2,042-50.8% |
| Participant deferral / active EE | $4,871 | $2,766+76.1% | $3,897+25.0% | $3,169+53.7% |
| Admin fee / account holder | $4 | $556-99.2% | $5,194-99.9% | $479-99.1% |