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 5-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 | $3,069 |
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 | $42,061 | $51,197-17.8% | $82,719-49.2% | $66,914-37.1% |
| Participation rate | 96.2% | 67.8%+28.4pp | 72.6%+23.7pp | 69.8%+26.4pp |
| Annual return | -14.15% | -9.64%-4.5pp | 701.18%-715.3pp | 1.58%-15.7pp |
| Employer contribution / active EE | $2,895 | $2,611+10.9% | $3,009-3.8% | $2,544+13.8% |
| Participant deferral / active EE | $3,809 | $3,458+10.1% | $4,395-13.3% | $4,237-10.1% |
| Admin fee / account holder | $8 | $416-98.1% | $5,329-99.9% | $593-98.7% |