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 9-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 Filed as: LINCOLN NATIONAL COMPANY Service code 26 · EIN 35-0472300 | Advisory (Participants) | $56,518 |
Service code 26 · EIN 04-2675571 | Advisory (Participants) | $15,646 |
Service code 13 · EIN 23-2942715 | Contract Administrator | $7,479 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $6,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,452 | $76,173-71.8% | $81,438-73.7% | $199,768-89.3% |
| Participation rate | 9.9% | 76.3%-66.3pp | 69.5%-59.6pp | 72.0%-62.1pp |
| Annual return | 12.44% | 15.59%-3.2pp | 24.74%-12.3pp | 34.26%-21.8pp |
| Employer contribution / active EE | $82 | $2,792-97.1% | $2,460-96.7% | $3,037-97.3% |
| Participant deferral / active EE | $413 | $4,201-90.2% | $3,883-89.4% | $5,090-91.9% |
| Admin fee / account holder | $293 | $146+100.5% | $5,764-94.9% | $269+8.9% |