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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $23,800 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,343 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $103,866 | $55,002+88.8% | $59,878+73.5% | $56,287+84.5% |
| Participation rate | 97.0% | 75.9%+21.1pp | 74.7%+22.3pp | 69.9%+27.1pp |
| Annual return | -6.82% | 1.13%-7.9pp | 3.46%-10.3pp | -9.96%+3.1pp |
| Employer contribution / active EE | $5,461 | $2,448+123.1% | $2,722+100.7% | $2,111+158.7% |
| Participant deferral / active EE | $7,634 | $3,121+144.6% | $3,402+124.4% | $3,350+127.9% |
| Admin fee / account holder | $307 | $236+30.1% | $3,590-91.5% | $521-41.1% |