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 | $30,734 |
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 | $102,035 | $60,989+67.3% | $60,874+67.6% | $66,914+52.5% |
| Participation rate | 60.3% | 74.5%-14.2pp | 73.1%-12.9pp | 69.8%-9.6pp |
| Annual return | -15.17% | -9.60%-5.6pp | 16.90%-32.1pp | 1.58%-16.8pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,701-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $7,140 | $3,615+97.5% | $3,817+87.1% | $4,237+68.5% |
| Admin fee / account holder | $180 | $338-46.9% | $3,224-94.4% | $593-69.7% |