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 | $116,713 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $95,812 | $57,976+65.3% | $62,995+52.1% | $62,292+53.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 13.49% | 17.54%-4.0pp | 87.57%-74.1pp | 28.90%-15.4pp |
| Employer contribution / active EE | $5,447 | $2,415+125.6% | $2,759+97.4% | $2,042+166.7% |
| Participant deferral / active EE | $7,076 | $2,956+139.4% | $3,329+112.5% | $3,169+123.3% |
| Admin fee / account holder | $687 | $276+149.0% | $3,600-80.9% | $479+43.2% |