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 8-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 Service code 13 · EIN 35-1140070 1300 S. CLINTON STREET · FORT WAYNE, IN 46801 | Contract Administrator | $22,166 |
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 | $82,674 | $63,114+31.0% | $92,893-11.0% | $65,185+26.8% |
| Participation rate | 39.3% | 68.8%-29.5pp | 76.0%-36.7pp | 70.2%-30.9pp |
| Annual return | 17.41% | 28.75%-11.3pp | 109.41%-92.0pp | 29.38%-12.0pp |
| Employer contribution / active EE | $632 | $2,571-75.4% | $3,653-82.7% | $2,177-70.9% |
| Participant deferral / active EE | $2,461 | $3,108-20.8% | $4,236-41.9% | $3,514-30.0% |
| Admin fee / account holder | $247 | $624-60.4% | $5,794-95.7% | $847-70.9% |