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 | $43,514 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $92,676 | $52,293+77.2% | $178,490-48.1% | $73,409+26.2% |
| Participation rate | 66.8% | 65.3%+1.4pp | 81.9%-15.1pp | 72.2%-5.4pp |
| Annual return | 18.37% | 34.75%-16.4pp | 151.07%-132.7pp | 59.29%-40.9pp |
| Employer contribution / active EE | $3,516 | $1,735+102.6% | $5,011-29.8% | $2,234+57.4% |
| Participant deferral / active EE | $6,358 | $2,332+172.6% | $5,202+22.2% | $3,805+67.1% |
| Admin fee / account holder | $137 | $127+7.6% | $13,984-99.0% | $158-13.2% |