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 CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $179,793 |
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 | $47,947 | $102,389-53.2% | $100,516-52.3% | $90,288-46.9% |
| Participation rate | 96.0% | 84.0%+12.0pp | 79.4%+16.6pp | 73.4%+22.6pp |
| Annual return | 17.30% | 22.50%-5.2pp | 30.89%-13.6pp | 53.97%-36.7pp |
| Employer contribution / active EE | $1,259 | $3,056-58.8% | $3,418-63.2% | $2,524-50.1% |
| Participant deferral / active EE | $4,131 | $7,514-45.0% | $6,270-34.1% | $4,232-2.4% |
| Admin fee / account holder | $114 | $83+37.2% | $8,081-98.6% | $114+0.2% |