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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $39,874 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $104,655 | $50,815+106.0% | $155,509-32.7% | $77,643+34.8% |
| Participation rate | 75.0% | 63.1%+11.9pp | 78.2%-3.2pp | 70.6%+4.4pp |
| Annual return | 11.13% | 34.80%-23.7pp | 64.67%-53.5pp | 31.24%-20.1pp |
| Employer contribution / active EE | $2,127 | $1,993+6.7% | $4,672-54.5% | $2,726-22.0% |
| Participant deferral / active EE | $4,564 | $2,822+61.7% | $5,626-18.9% | $4,647-1.8% |
| Admin fee / account holder | $81 | $437-81.4% | $15,912-99.5% | $430-81.1% |