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 CORPORATION5 years Service code 14 · EIN 35-0472300 | Plan Administrator | $90,305 |
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 | $43,972 | $72,254-39.1% | $86,677-49.3% | $64,808-32.2% |
| Participation rate | 84.5% | 80.4%+4.1pp | 76.6%+7.9pp | 71.5%+13.0pp |
| Annual return | -17.09% | 392.42%-409.5pp | 35.91%-53.0pp | 32.82%-49.9pp |
| Employer contribution / active EE | $991 | $2,393-58.6% | $2,836-65.1% | $2,506-60.5% |
| Participant deferral / active EE | $3,066 | $4,658-34.2% | $4,656-34.1% | $4,310-28.9% |
| Admin fee / account holder | $193 | $174+11.2% | $7,493-97.4% | $188+2.9% |