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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $39,421 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $88,457 | $46,292+91.1% | $143,757-38.5% | $64,808+36.5% |
| Participation rate | 61.5% | 64.2%-2.7pp | 80.3%-18.8pp | 71.5%-9.9pp |
| Annual return | -9.38% | -10.05%+0.7pp | -0.04%-9.3pp | 32.82%-42.2pp |
| Employer contribution / active EE | $2,035 | $1,910+6.5% | $4,951-58.9% | $2,506-18.8% |
| Participant deferral / active EE | $4,082 | $2,646+54.3% | $5,637-27.6% | $4,310-5.3% |
| Admin fee / account holder | $81 | $154-47.0% | $14,673-99.4% | $188-56.6% |