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 3-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 35-0472300 | Contract Administrator | $118,216 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,173 | $42,353+141.2% | $79,550+28.4% | $64,808+57.7% |
| Participation rate | 85.9% | 64.8%+21.1pp | 69.5%+16.4pp | 71.5%+14.4pp |
| Annual return | 13.36% | -12.24%+25.6pp | 0.16%+13.2pp | 32.82%-19.5pp |
| Employer contribution / active EE | $3,602 | $1,181+205.1% | $2,413+49.3% | $2,506+43.8% |
| Participant deferral / active EE | $8,026 | $3,170+153.2% | $3,985+101.4% | $4,310+86.2% |
| Admin fee / account holder | $176 | $160+10.6% | $6,832-97.4% | $188-6.0% |