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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $56,864 |
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 | $23,677 | $46,292-48.9% | $143,757-83.5% | $64,808-63.5% |
| Participation rate | 91.0% | 64.2%+26.8pp | 80.3%+10.7pp | 71.5%+19.6pp |
| Annual return | -14.39% | -10.05%-4.3pp | -0.04%-14.3pp | 32.82%-47.2pp |
| Employer contribution / active EE | $835 | $1,910-56.3% | $4,951-83.1% | $2,506-66.7% |
| Participant deferral / active EE | $2,369 | $2,646-10.5% | $5,637-58.0% | $4,310-45.0% |
| Admin fee / account holder | $105 | $154-31.5% | $14,673-99.3% | $188-43.9% |