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 CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $28,204 |
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 | $21,824 | $47,078-53.6% | $100,671-78.3% | $55,191-60.5% |
| Participation rate | 80.1% | 58.0%+22.1pp | 70.7%+9.4pp | 69.2%+10.9pp |
| Annual return | -0.52% | 0.65%-1.2pp | 20.43%-20.9pp | 10.78%-11.3pp |
| Employer contribution / active EE | $331 | $1,065-69.0% | $4,012-91.8% | $1,899-82.6% |
| Participant deferral / active EE | $1,261 | $2,038-38.2% | $3,144-59.9% | $3,046-58.6% |
| Admin fee / account holder | $110 | $153-28.2% | $4,850-97.7% | $91+21.2% |