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 CORPORATION4 years Filed as: LINCOLN INVESTMENT PLANNING LLC Service code 27 · EIN 23-1702591 | Advisory (Plan) | $28,150 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,016 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $89,602 | $80,724+11.0% | $103,333-13.3% | $74,495+20.3% |
| Participation rate | 73.2% | 65.7%+7.5pp | 74.5%-1.3pp | 67.2%+6.0pp |
| Annual return | 13.41% | 27.56%-14.1pp | 24.88%-11.5pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $1,104 | $3,157-65.0% | $3,868-71.5% | $2,623-57.9% |
| Participant deferral / active EE | $4,518 | $3,860+17.0% | $5,057-10.7% | $4,346+4.0% |
| Admin fee / account holder | $365 | $2,368-84.6% | $8,355-95.6% | $1,942-81.2% |