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 8-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 | $36,876 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $12,299 | $52,293-76.5% | $178,490-93.1% | $73,409-83.2% |
| Participation rate | 92.5% | 65.3%+27.2pp | 81.9%+10.6pp | 72.2%+20.3pp |
| Annual return | 3.03% | 34.75%-31.7pp | 151.07%-148.0pp | 59.29%-56.3pp |
| Employer contribution / active EE | $1,126 | $1,735-35.1% | $5,011-77.5% | $2,234-49.6% |
| Participant deferral / active EE | $1,530 | $2,332-34.4% | $5,202-70.6% | $3,805-59.8% |
| Admin fee / account holder | $72 | $127-43.4% | $13,984-99.5% | $158-54.4% |