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 CORPORATION11+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $20,236 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,286 | $71,964-17.6% | $167,512-64.6% | $85,563-30.7% |
| Participation rate | 91.5% | 61.0%+30.6pp | 77.1%+14.5pp | 66.0%+25.6pp |
| Annual return | 11.19% | 18.83%-7.6pp | 1615.79%-1604.6pp | 31.51%-20.3pp |
| Employer contribution / active EE | $858 | $1,875-54.2% | $3,882-77.9% | $2,654-67.7% |
| Participant deferral / active EE | $3,927 | $4,110-4.5% | $6,405-38.7% | $4,375-10.3% |
| Admin fee / account holder | $64 | $815-92.1% | $9,769-99.3% | $834-92.3% |