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 CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $55,428 |
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 | $81,276 | $104,631-22.3% | $98,439-17.4% | $80,160+1.4% |
| Participation rate | 98.5% | 87.5%+11.0pp | 75.2%+23.4pp | 72.9%+25.6pp |
| Annual return | 19.43% | 34.72%-15.3pp | 21.16%-1.7pp | 40.38%-21.0pp |
| Employer contribution / active EE | $2,300 | $4,517-49.1% | $3,048-24.5% | $2,978-22.8% |
| Participant deferral / active EE | $6,871 | $6,545+5.0% | $4,738+45.0% | $5,017+37.0% |
| Admin fee / account holder | $24 | $105-77.1% | $8,948-99.7% | $145-83.4% |