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 | $65,913 |
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 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 | $36,158 | $81,537-55.7% | $149,718-75.8% | $69,631-48.1% |
| Participation rate | 37.0% | 86.1%-49.1pp | 87.1%-50.1pp | 70.7%-33.7pp |
| Annual return | 21.82% | 22.79%-1.0pp | 1501.63%-1479.8pp | 27571.02%-27549.2pp |
| Employer contribution / active EE | $0 | $3,239-100.0% | $5,445-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $3,259 | $4,994-34.8% | $6,569-50.4% | $3,224+1.1% |
| Admin fee / account holder | $225 | $107+110.5% | $11,283-98.0% | $110+103.7% |