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 CORPORATION2+ years Service code 13 · EIN 35-0114007 | Contract Administrator | $32,121 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,972 | $63,924-37.5% | $108,579-63.2% | $55,167-27.5% |
| Participation rate | 51.4% | 74.3%-22.9pp | 79.6%-28.2pp | 69.0%-17.6pp |
| Annual return | 6.36% | 15.31%-8.9pp | -51.70%+58.1pp | 169.23%-162.9pp |
| Employer contribution / active EE | $1,009 | $1,879-46.3% | $3,758-73.1% | $1,963-48.6% |
| Participant deferral / active EE | $1,894 | $3,067-38.3% | $4,311-56.1% | $3,054-38.0% |
| Admin fee / account holder | $240 | $618-61.2% | $7,645-96.9% | $504-52.4% |