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 CORPORATION3+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $169,203 |
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 | $103,064 | $106,028-2.8% | $146,958-29.9% | $77,643+32.7% |
| Participation rate | 88.3% | 78.4%+9.9pp | 82.2%+6.2pp | 70.6%+17.7pp |
| Annual return | 17.60% | 56.73%-39.1pp | 418.34%-400.7pp | 31.24%-13.6pp |
| Employer contribution / active EE | $3,995 | $4,063-1.7% | $4,933-19.0% | $2,726+46.6% |
| Participant deferral / active EE | $9,520 | $7,990+19.1% | $8,070+18.0% | $4,647+104.8% |
| Admin fee / account holder | $184 | $337-45.4% | $12,998-98.6% | $430-57.2% |