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 CORPORATION2+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $98,008 |
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 | $33,287 | $47,126-29.4% | $149,673-77.8% | $74,419-55.3% |
| Participation rate | 97.3% | 63.4%+33.9pp | 78.8%+18.6pp | 70.7%+26.6pp |
| Annual return | 17.82% | 22.75%-4.9pp | 134.42%-116.6pp | 34.38%-16.6pp |
| Employer contribution / active EE | $1,874 | $1,905-1.6% | $4,818-61.1% | $2,637-28.9% |
| Participant deferral / active EE | $4,108 | $2,728+50.6% | $5,680-27.7% | $4,528-9.3% |
| Admin fee / account holder | $89 | $343-74.0% | $13,210-99.3% | $348-74.4% |