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 14 · EIN 35-0472300 | Plan Administrator | $90,105 |
Employer contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,753 | $185,342-72.1% | $111,297-53.5% | $86,799-40.4% |
| Participation rate | 83.6% | 81.0%+2.6pp | 77.3%+6.3pp | 72.3%+11.3pp |
| Annual return | 17.64% | 500.80%-483.2pp | 54.65%-37.0pp | 97.91%-80.3pp |
| Employer contribution / active EE | $724 | $2,246-67.8% | $2,731-73.5% | $2,405-69.9% |
| Participant deferral / active EE | $2,579 | $4,458-42.2% | $4,487-42.5% | $4,131-37.6% |
| Admin fee / account holder | $197 | $255-22.8% | $7,964-97.5% | $170+16.3% |