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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,849 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $724 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,829 | $55,453-66.0% | $170,442-89.0% | $62,292-69.8% |
| Participation rate | 48.1% | 66.4%-18.3pp | 83.6%-35.5pp | 69.5%-21.4pp |
| Annual return | 7.16% | 21.38%-14.2pp | 205.93%-198.8pp | 28.90%-21.7pp |
| Employer contribution / active EE | $488 | $2,164-77.5% | $5,433-91.0% | $2,042-76.1% |
| Participant deferral / active EE | $790 | $2,303-65.7% | $4,939-84.0% | $3,169-75.1% |
| Admin fee / account holder | $40 | $455-91.1% | $13,880-99.7% | $479-91.6% |