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 3-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 CORPORATION1+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $86,061 |
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 | $30,179 | $46,292-34.8% | $143,757-79.0% | $64,808-53.4% |
| Participation rate | 87.9% | 64.2%+23.7pp | 80.3%+7.6pp | 71.5%+16.4pp |
| Annual return | 278.68% | -10.05%+288.7pp | -0.04%+278.7pp | 32.82%+245.9pp |
| Employer contribution / active EE | $1,716 | $1,910-10.2% | $4,951-65.3% | $2,506-31.5% |
| Participant deferral / active EE | $3,195 | $2,646+20.8% | $5,637-43.3% | $4,310-25.9% |
| Admin fee / account holder | $82 | $154-46.9% | $14,673-99.4% | $188-56.6% |