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 Filed as: LINCOLN INVESTMENT PLANNING, INC. Service code 27 · EIN 23-1702591 | Advisory (Plan) | $20,060 |
STANDARD RETIREMENT SERVICES5+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $12,058 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,374 | $50,666-63.7% | $76,817-76.1% | $65,185-71.8% |
| Participation rate | 79.6% | 68.8%+10.8pp | 72.1%+7.5pp | 70.2%+9.4pp |
| Annual return | 31.71% | 28.51%+3.2pp | 1166.11%-1134.4pp | 29.38%+2.3pp |
| Employer contribution / active EE | $1,275 | $1,575-19.1% | $2,302-44.6% | $2,177-41.4% |
| Participant deferral / active EE | $1,974 | $2,647-25.4% | $3,336-40.8% | $3,514-43.8% |
| Admin fee / account holder | $195 | $463-58.0% | $6,420-97.0% | $847-77.0% |