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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $61,615 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $35,163 |
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 | $32,936 | $49,808-33.9% | $95,745-65.6% | $74,419-55.7% |
| Participation rate | 95.4% | 66.6%+28.8pp | 72.3%+23.1pp | 70.7%+24.6pp |
| Annual return | 18.80% | 24.91%-6.1pp | 28.35%-9.6pp | 34.38%-15.6pp |
| Employer contribution / active EE | $1,516 | $1,639-7.5% | $2,835-46.5% | $2,637-42.5% |
| Participant deferral / active EE | $3,740 | $3,7390% | $4,245-11.9% | $4,528-17.4% |
| Admin fee / account holder | $82 | $311-73.5% | $5,678-98.5% | $348-76.3% |