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 Service code 13 · EIN 35-1140070 | Contract Administrator | $4,583 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $763 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,071 | $46,732-37.8% | $156,549-81.4% | $55,167-47.3% |
| Participation rate | 46.4% | 65.8%-19.4pp | 84.0%-37.6pp | 69.0%-22.6pp |
| Annual return | 4.92% | 17.72%-12.8pp | 32.23%-27.3pp | 169.23%-164.3pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,800 | $2,204-18.3% | $4,871-63.0% | $3,054-41.1% |
| Admin fee / account holder | $25 | $418-93.9% | $13,027-99.8% | $504-94.9% |