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 CORPORATION8 years Service code 13 · EIN 35-1140070 | Contract Administrator | $52,842 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $61,074 | $78,483-22.2% | $106,201-42.5% | $74,546-18.1% |
| Participation rate | 94.1% | 72.8%+21.3pp | 75.3%+18.8pp | 67.2%+26.9pp |
| Annual return | 15.60% | 15.94%-0.3pp | 116.26%-100.7pp | 1366.03%-1350.4pp |
| Employer contribution / active EE | $520 | $2,522-79.4% | $3,170-83.6% | $2,624-80.2% |
| Participant deferral / active EE | $4,203 | $4,320-2.7% | $5,012-16.2% | $4,347-3.3% |
| Admin fee / account holder | $343 | $2,236-84.7% | $11,039-96.9% | $1,944-82.3% |