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 4-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 CORPORATION4+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $83,987 |
Filed as: MERRILL LYNCH Service code 16 · EIN 13-5674085 | Consulting | $41,576 |
Filed as: MORGAN STANLEY Service code 16 · EIN 20-8764829 | Consulting | $13,334 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,530 | $50,820+17.1% | $155,567-61.7% | $77,671-23.4% |
| Participation rate | 76.3% | 63.1%+13.2pp | 78.2%-1.9pp | 70.6%+5.7pp |
| Annual return | 13.35% | 34.85%-21.5pp | 64.74%-51.4pp | 31.21%-17.9pp |
| Employer contribution / active EE | $921 | $1,993-53.8% | $4,674-80.3% | $2,726-66.2% |
| Participant deferral / active EE | $2,785 | $2,823-1.4% | $5,628-50.5% | $4,648-40.1% |
| Admin fee / account holder | $242 | $436-44.4% | $15,916-98.5% | $430-43.7% |