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 9-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 CORPORATION2 years Filed as: LINCOLN NATONAL CORPORATION Service code 13 · EIN 35-0472300 | Contract Administrator | $24,828 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,318 | $72,012-9.3% | $185,823-64.8% | $79,858-18.2% |
| Participation rate | 42.9% | 65.8%-22.9pp | 78.0%-35.2pp | 69.6%-26.8pp |
| Annual return | 11.98% | 23.12%-11.1pp | 35.95%-24.0pp | 31.71%-19.7pp |
| Employer contribution / active EE | $697 | $1,965-64.5% | $4,087-83.0% | $2,471-71.8% |
| Participant deferral / active EE | $1,522 | $3,779-59.7% | $5,632-73.0% | $3,740-59.3% |
| Admin fee / account holder | $529 | $4,513-88.3% | $9,500-94.4% | $5,306-90.0% |