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 35-0472300 | Contract Administrator | $38,166 |
Filed as: PINNACLE FINANCIAL Service code 15 · EIN 59-2438373 | Recordkeeping | $8,801 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,775 | $55,453-12.0% | $170,442-71.4% | $62,292-21.7% |
| Participation rate | 98.6% | 66.4%+32.2pp | 83.6%+15.0pp | 69.5%+29.0pp |
| Annual return | 17.72% | 21.38%-3.7pp | 205.93%-188.2pp | 28.90%-11.2pp |
| Employer contribution / active EE | $3,744 | $2,164+73.0% | $5,433-31.1% | $2,042+83.3% |
| Participant deferral / active EE | $2,394 | $2,303+3.9% | $4,939-51.5% | $3,169-24.5% |
| Admin fee / account holder | $252 | $455-44.6% | $13,880-98.2% | $479-47.4% |