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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $41,385 |
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 | $61,802 | $58,726+5.2% | $92,233-33.0% | $62,292-0.8% |
| Participation rate | 78.1% | 68.3%+9.7pp | 76.5%+1.6pp | 69.5%+8.5pp |
| Annual return | 18.89% | 43.62%-24.7pp | 176.28%-157.4pp | 28.90%-10.0pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,679-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,533 | $2,766+63.9% | $3,897+16.3% | $3,169+43.0% |
| Admin fee / account holder | $283 | $556-49.1% | $5,194-94.5% | $479-40.9% |