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 CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $63,429 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,868 | $56,485-43.6% | $185,823-82.9% | $86,799-63.3% |
| Participation rate | 87.1% | 65.5%+21.6pp | 81.7%+5.4pp | 72.3%+14.8pp |
| Annual return | 11.31% | 118.04%-106.7pp | 122.05%-110.7pp | 97.91%-86.6pp |
| Employer contribution / active EE | $823 | $1,843-55.4% | $5,167-84.1% | $2,405-65.8% |
| Participant deferral / active EE | $2,088 | $2,553-18.2% | $5,568-62.5% | $4,131-49.5% |
| Admin fee / account holder | $129 | $150-14.0% | $16,237-99.2% | $170-24.1% |