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 CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $57,695 |
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 | $90,026 | $64,119+40.4% | $112,228-19.8% | $66,914+34.5% |
| Participation rate | 89.1% | 68.5%+20.6pp | 75.1%+14.0pp | 69.8%+19.3pp |
| Annual return | -8.35% | -13.81%+5.5pp | 27.45%-35.8pp | 1.58%-9.9pp |
| Employer contribution / active EE | $1,864 | $3,005-38.0% | $3,635-48.7% | $2,544-26.7% |
| Participant deferral / active EE | $4,474 | $3,693+21.1% | $4,728-5.4% | $4,237+5.6% |
| Admin fee / account holder | $338 | $625-45.9% | $6,410-94.7% | $593-43.0% |