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 CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $51,436 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,139 | $65,820-8.6% | $108,745-44.7% | $57,658+4.3% |
| Participation rate | 81.7% | 72.7%+9.0pp | 77.7%+4.0pp | 70.2%+11.4pp |
| Annual return | -2.66% | 21.32%-24.0pp | 46.22%-48.9pp | 5.13%-7.8pp |
| Employer contribution / active EE | $1,588 | $2,285-30.5% | $3,323-52.2% | $1,974-19.5% |
| Participant deferral / active EE | $3,257 | $3,578-9.0% | $5,121-36.4% | $3,061+6.4% |
| Admin fee / account holder | $124 | $91+35.7% | $6,144-98.0% | $95+30.8% |