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 35-1140070 | Contract Administrator | $46,311 |
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 | $73,989 | $136,266-45.7% | $90,749-18.5% | $77,904-5.0% |
| Participation rate | 97.9% | 86.6%+11.2pp | 75.7%+22.2pp | 73.7%+24.2pp |
| Annual return | -15.47% | -11.32%-4.2pp | -12.16%-3.3pp | 12.21%-27.7pp |
| Employer contribution / active EE | $2,173 | $4,215-48.4% | $2,921-25.6% | $2,848-23.7% |
| Participant deferral / active EE | $6,272 | $6,353-1.3% | $4,564+37.4% | $4,806+30.5% |
| Admin fee / account holder | $23 | $399-94.3% | $8,445-99.7% | $133-83.0% |