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 | $53,846 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,451 | $100,923+2.5% | $150,045-31.1% | $74,304+39.2% |
| Participation rate | 85.5% | 70.1%+15.4pp | 82.3%+3.2pp | 60.3%+25.2pp |
| Annual return | 17.43% | 51.77%-34.3pp | 62.55%-45.1pp | 29.43%-12.0pp |
| Employer contribution / active EE | $3,453 | $3,463-0.3% | $4,693-26.4% | $2,241+54.1% |
| Participant deferral / active EE | $8,137 | $6,709+21.3% | $7,997+1.8% | $3,767+116.0% |
| Admin fee / account holder | $373 | $2,767-86.5% | $13,435-97.2% | $2,969-87.4% |