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 CORPORATION2+ years Filed as: LINCOLN NATIONAL LIFE INSURANCE CO Service code 13 · EIN 35-0472300 | Contract Administrator | $12,339 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,614 | $56,629-77.7% | $77,999-83.8% | $55,167-77.1% |
| Participation rate | 79.9% | 73.3%+6.6pp | 75.5%+4.4pp | 69.0%+10.9pp |
| Annual return | 6.51% | 2866.98%-2860.5pp | 425.96%-419.5pp | 169.23%-162.7pp |
| Employer contribution / active EE | $869 | $1,723-49.6% | $2,470-64.8% | $1,963-55.7% |
| Participant deferral / active EE | $1,822 | $2,777-34.4% | $3,497-47.9% | $3,054-40.3% |
| Admin fee / account holder | $69 | $467-85.3% | $5,480-98.7% | $504-86.4% |