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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $56,538 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $82,240 | $69,362+18.6% | $101,248-18.8% | $73,488+11.9% |
| Participation rate | 86.0% | 68.4%+17.7pp | 75.8%+10.2pp | 70.7%+15.4pp |
| Annual return | 18.68% | 18.46%+0.2pp | 46.47%-27.8pp | 28.51%-9.8pp |
| Employer contribution / active EE | $1,911 | $2,628-27.3% | $3,660-47.8% | $2,270-15.8% |
| Participant deferral / active EE | $7,868 | $3,300+138.4% | $4,370+80.0% | $3,740+110.4% |
| Admin fee / account holder | $306 | $704-56.6% | $5,945-94.9% | $513-40.4% |