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 | $38,148 |
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 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 | $25,131 | $155,795-83.9% | $136,294-81.6% | $69,631-63.9% |
| Participation rate | 86.0% | 75.2%+10.7pp | 81.9%+4.1pp | 70.7%+15.3pp |
| Annual return | 21.48% | 232464.33%-232442.9pp | 5155.94%-5134.5pp | 27571.02%-27549.5pp |
| Employer contribution / active EE | $2,377 | $2,991-20.5% | $4,695-49.4% | $2,032+17.0% |
| Participant deferral / active EE | $3,042 | $5,394-43.6% | $6,247-51.3% | $3,224-5.6% |
| Admin fee / account holder | $140 | $128+9.0% | $9,243-98.5% | $110+26.5% |