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 CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $41,206 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,714 | $55,415-46.4% | $155,509-80.9% | $74,495-60.1% |
| Participation rate | 45.5% | 61.9%-16.4pp | 78.2%-32.7pp | 67.2%-21.7pp |
| Annual return | 12.11% | 268.50%-256.4pp | 64.67%-52.6pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $428 | $2,267-81.1% | $4,672-90.8% | $2,623-83.7% |
| Participant deferral / active EE | $1,874 | $2,836-33.9% | $5,626-66.7% | $4,346-56.9% |
| Admin fee / account holder | $165 | $1,738-90.5% | $15,912-99.0% | $1,942-91.5% |