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 35-1140070 | Contract Administrator | $17,325 |
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 | $94,123 | $65,041+44.7% | $90,951+3.5% | $79,858+17.9% |
| Participation rate | 83.1% | 61.6%+21.5pp | 69.0%+14.1pp | 69.6%+13.5pp |
| Annual return | 13.50% | 30.45%-17.0pp | 134.60%-121.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,470 | $2,512+77.9% | $3,373+32.5% | $3,740+19.5% |
| Admin fee / account holder | $238 | $4,536-94.7% | $5,959-96.0% | $5,306-95.5% |