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 CORPORATION2+ years Service code 13 · EIN 35-1140070 1300 S CLINTON ST · FORT WAYNE, IN 468012248 | Contract Administrator | $15,273 |
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 | $130,992 | $72,404+80.9% | $110,238+18.8% | $64,186+104.1% |
| Participation rate | 82.9% | 73.3%+9.5pp | 79.8%+3.0pp | 69.6%+13.3pp |
| Annual return | 12.75% | -6.29%+19.0pp | 314.74%-302.0pp | 7.63%+5.1pp |
| Employer contribution / active EE | $670 | $2,282-70.6% | $3,826-82.5% | $2,381-71.9% |
| Participant deferral / active EE | $3,932 | $3,469+13.3% | $4,672-15.8% | $3,470+13.3% |
| Admin fee / account holder | $481 | $5,664-91.5% | $8,547-94.4% | $4,888-90.2% |