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 CORPORATION6 years Service code 13 · EIN 34-1140070 | Contract Administrator | $38,062 |
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 | $111,065 | $54,705+103.0% | $71,209+56.0% | $84,808+31.0% |
| Participation rate | 79.0% | 64.1%+14.9pp | 73.8%+5.3pp | 68.3%+10.7pp |
| Annual return | 16.17% | 35.90%-19.7pp | 282.51%-266.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $3,857 | $2,158+78.7% | $2,721+41.7% | $2,631+46.6% |
| Participant deferral / active EE | $7,055 | $3,030+132.8% | $4,175+69.0% | $4,212+67.5% |
| Admin fee / account holder | $329 | $4,863-93.2% | $5,349-93.9% | $7,344-95.5% |