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 Service code 13 · EIN 35-1140070 | Contract Administrator | $29,096 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $22,713 |
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 | $35,995 | $65,435-45.0% | $86,677-58.5% | $66,914-46.2% |
| Participation rate | 90.2% | 75.5%+14.7pp | 76.6%+13.6pp | 69.8%+20.4pp |
| Annual return | -14.28% | -10.89%-3.4pp | 35.91%-50.2pp | 1.58%-15.9pp |
| Employer contribution / active EE | $2,217 | $2,153+3.0% | $2,836-21.8% | $2,544-12.9% |
| Participant deferral / active EE | $4,250 | $4,100+3.6% | $4,656-8.7% | $4,237+0.3% |
| Admin fee / account holder | $273 | $642-57.5% | $7,493-96.4% | $593-54.0% |