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 4-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 CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $9,829 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,424 | $56,485-85.1% | $185,823-95.5% | $86,799-90.3% |
| Participation rate | 75.7% | 65.5%+10.2pp | 81.7%-6.0pp | 72.3%+3.4pp |
| Annual return | 0.00% | 118.04%-118.0pp | 122.05%-122.1pp | 97.91%-97.9pp |
| Employer contribution / active EE | $2,597 | $1,843+40.9% | $5,167-49.7% | $2,405+8.0% |
| Participant deferral / active EE | $5,626 | $2,553+120.4% | $5,568+1.1% | $4,131+36.2% |
| Admin fee / account holder | $12 | $150-92.0% | $16,237-99.9% | $170-93.0% |