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 9-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 CORPORATION5 years Filed as: LINCOLN FINANCIAL CORPORATION Service code 13 · EIN 35-0472300 P.O. BOX 7877 · FT. WAYNE, IN 46802 | Contract Administrator | $140,027 |
ERISA SPECIALIST2 years Service code 15 · EIN 47-3852281 302 EAST MAIN STREET · ALBERTVILLE, AL 35950 | Recordkeeping | $40,621 |
401K SAFE5 years Service code 31 · EIN 30-0753428 P.O. BOX 518 · ALBERTVILLE, AL 35950 | Named fiduciary | $14,890 |
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 | $36,493 | $53,165-31.4% | $86,188-57.7% | $74,419-51.0% |
| Participation rate | 92.3% | 64.9%+27.5pp | 69.0%+23.4pp | 70.7%+21.6pp |
| Annual return | 16.42% | 22.64%-6.2pp | 1168.45%-1152.0pp | 34.38%-18.0pp |
| Employer contribution / active EE | $2,691 | $1,210+122.4% | $2,380+13.0% | $2,637+2.0% |
| Participant deferral / active EE | $6,085 | $3,234+88.1% | $3,985+52.7% | $4,528+34.4% |
| Admin fee / account holder | $264 | $551-52.1% | $6,852-96.1% | $348-24.0% |