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 35-1140070 | Contract Administrator | $83,715 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $57,165 | $52,953+8.0% | $172,739-66.9% | $65,185-12.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 19.79% | 30.12%-10.3pp | 802.84%-783.0pp | 29.38%-9.6pp |
| Employer contribution / active EE | $2,928 | $2,190+33.7% | $5,143-43.1% | $2,177+34.5% |
| Participant deferral / active EE | $3,529 | $2,471+42.8% | $5,198-32.1% | $3,514+0.4% |
| Admin fee / account holder | $319 | $472-32.4% | $13,954-97.7% | $847-62.4% |