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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $26,648 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $64,013 | $65,376-2.1% | $87,100-26.5% | $65,185-1.8% |
| Participation rate | 60.0% | 75.3%-15.3pp | 76.9%-16.9pp | 70.2%-10.2pp |
| Annual return | 21.61% | 31.27%-9.7pp | 28.19%-6.6pp | 29.38%-7.8pp |
| Employer contribution / active EE | $2,061 | $1,822+13.1% | $2,521-18.2% | $2,177-5.3% |
| Participant deferral / active EE | $3,256 | $3,388-3.9% | $4,049-19.6% | $3,514-7.3% |
| Admin fee / account holder | $296 | $520-43.1% | $7,497-96.1% | $847-65.1% |