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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $669 |
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 | $51,705 | $61,156-15.5% | $185,823-72.2% | $79,386-34.9% |
| Participation rate | 80.1% | 66.6%+13.5pp | 81.7%-1.6pp | 70.7%+9.4pp |
| Annual return | 25.84% | 19.45%+6.4pp | 122.05%-96.2pp | 116.85%-91.0pp |
| Employer contribution / active EE | $1,987 | $2,321-14.4% | $5,167-61.5% | $2,427-18.1% |
| Participant deferral / active EE | $3,329 | $2,789+19.4% | $5,568-40.2% | $4,046-17.7% |
| Admin fee / account holder | $4 | $710-99.4% | $16,237-100.0% | $626-99.3% |