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 7-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 | $5,401 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,100 | $52,670-63.7% | $90,404-78.9% | $73,409-74.0% |
| Participation rate | 62.2% | 67.7%-5.5pp | 72.7%-10.5pp | 72.2%-10.0pp |
| Annual return | 8.21% | 20.70%-12.5pp | 1293.02%-1284.8pp | 59.29%-51.1pp |
| Employer contribution / active EE | $326 | $1,872-82.6% | $3,262-90.0% | $2,234-85.4% |
| Participant deferral / active EE | $1,191 | $2,807-57.6% | $3,963-70.0% | $3,805-68.7% |
| Admin fee / account holder | $18 | $117-84.2% | $5,611-99.7% | $158-88.3% |