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 CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $15,294 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN RETIREMENT SERVICES Service code 16 · EIN 35-0472300 | Consulting | $10,882 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,151 | $81,537-76.5% | $149,718-87.2% | $69,631-72.5% |
| Participation rate | 86.6% | 86.1%+0.5pp | 87.1%-0.5pp | 70.7%+15.9pp |
| Annual return | 21.40% | 22.79%-1.4pp | 1501.63%-1480.2pp | 27571.02%-27549.6pp |
| Employer contribution / active EE | $0 | $3,239-100.0% | $5,445-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,399 | $4,994-52.0% | $6,569-63.5% | $3,224-25.6% |
| Admin fee / account holder | $53 | $107-50.6% | $11,283-99.5% | $110-52.2% |