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 CORPORATION2+ years Service code 26 · EIN 35-0472300 | Advisory (Participants) | $2,200 |
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 | $45,164 | $136,307-66.9% | $177,821-74.6% | $73,488-38.5% |
| Participation rate | 96.7% | 86.1%+10.6pp | 87.7%+9.0pp | 70.7%+26.0pp |
| Annual return | 21.01% | 18.68%+2.3pp | 48.32%-27.3pp | 28.51%-7.5pp |
| Employer contribution / active EE | $3,262 | $3,712-12.1% | $5,918-44.9% | $2,270+43.7% |
| Participant deferral / active EE | $3,735 | $5,829-35.9% | $7,714-51.6% | $3,740-0.1% |
| Admin fee / account holder | $26 | $596-95.6% | $12,427-99.8% | $513-94.9% |