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 Service code 13 · EIN 35-1140070 | Contract Administrator | $619 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,015 | $37,196-35.4% | $154,107-84.4% | $55,725-56.9% |
| Participation rate | 17.6% | 64.1%-46.4pp | 83.0%-65.4pp | 70.9%-53.2pp |
| Annual return | -3.93% | 1319.68%-1323.6pp | 735.12%-739.0pp | 244.93%-248.9pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $168 | $2,068-91.9% | $5,081-96.7% | $3,356-95.0% |
| Admin fee / account holder | $8 | $102-92.6% | $13,411-99.9% | $115-93.4% |