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 CORPORATION7 years Service code 13 · EIN 35-1140070 | Contract Administrator | $71,448 |
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 | $35,668 | $50,815-29.8% | $155,509-77.1% | $77,643-54.1% |
| Participation rate | 83.9% | 63.1%+20.8pp | 78.2%+5.8pp | 70.6%+13.4pp |
| Annual return | 13.24% | 34.80%-21.6pp | 64.67%-51.4pp | 31.24%-18.0pp |
| Employer contribution / active EE | $1,837 | $1,993-7.8% | $4,672-60.7% | $2,726-32.6% |
| Participant deferral / active EE | $3,300 | $2,822+17.0% | $5,626-41.3% | $4,647-29.0% |
| Admin fee / account holder | $225 | $437-48.5% | $15,912-98.6% | $430-47.8% |