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 7-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 | $34,576 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,890 | $61,156-51.1% | $185,823-83.9% | $79,386-62.3% |
| Participation rate | 55.7% | 66.6%-10.9pp | 81.7%-26.0pp | 70.7%-15.0pp |
| Annual return | 13.35% | 19.45%-6.1pp | 122.05%-108.7pp | 116.85%-103.5pp |
| Employer contribution / active EE | $616 | $2,321-73.5% | $5,167-88.1% | $2,427-74.6% |
| Participant deferral / active EE | $2,228 | $2,789-20.1% | $5,568-60.0% | $4,046-44.9% |
| Admin fee / account holder | $138 | $710-80.5% | $16,237-99.1% | $626-77.9% |