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 CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $93,095 |
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 | $125,365 | $58,083+115.8% | $80,019+56.7% | $56,287+122.7% |
| Participation rate | 91.0% | 73.6%+17.4pp | 75.8%+15.2pp | 69.9%+21.2pp |
| Annual return | -4.68% | 34.61%-39.3pp | 11.22%-15.9pp | -9.96%+5.3pp |
| Employer contribution / active EE | $3,511 | $1,932+81.7% | $2,468+42.2% | $2,111+66.3% |
| Participant deferral / active EE | $5,760 | $3,135+83.7% | $3,686+56.3% | $3,350+71.9% |
| Admin fee / account holder | $554 | $623-11.0% | $6,521-91.5% | $521+6.4% |