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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $68,902 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $39,567 |
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 | $32,276 | $58,336-44.7% | $97,226-66.8% | $199,593-83.8% |
| Participation rate | 99.0% | 63.8%+35.3pp | 72.7%+26.3pp | 72.0%+27.0pp |
| Annual return | 13.23% | 32.81%-19.6pp | 75.13%-61.9pp | 34.25%-21.0pp |
| Employer contribution / active EE | $1,453 | $1,416+2.6% | $2,729-46.8% | $3,034-52.1% |
| Participant deferral / active EE | $3,558 | $3,240+9.8% | $4,264-16.6% | $5,087-30.1% |
| Admin fee / account holder | $85 | $114-25.3% | $5,654-98.5% | $269-68.3% |