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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $40,415 |
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 | $53,673 | $55,415-3.1% | $155,509-65.5% | $74,495-28.0% |
| Participation rate | 85.2% | 61.9%+23.3pp | 78.2%+7.0pp | 67.2%+18.0pp |
| Annual return | 14.10% | 268.50%-254.4pp | 64.67%-50.6pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $2,253 | $2,267-0.6% | $4,672-51.8% | $2,623-14.1% |
| Participant deferral / active EE | $3,765 | $2,836+32.7% | $5,626-33.1% | $4,346-13.4% |
| Admin fee / account holder | $210 | $1,738-87.9% | $15,912-98.7% | $1,942-89.2% |