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 | $31,085 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $56,830 | $50,464+12.6% | $75,781-25.0% | $52,331+8.6% |
| Participation rate | 76.9% | 66.8%+10.1pp | 75.8%+1.0pp | 68.1%+8.8pp |
| Annual return | -1.41% | 1.03%-2.4pp | 9.68%-11.1pp | 4.54%-6.0pp |
| Employer contribution / active EE | $349 | $1,988-82.4% | $3,323-89.5% | $1,882-81.4% |
| Participant deferral / active EE | $3,450 | $2,570+34.2% | $3,651-5.5% | $3,022+14.2% |
| Admin fee / account holder | $280 | $1,103-74.6% | $5,299-94.7% | $592-52.7% |