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 Filed as: LINCOLN FINANCIAL GROUP Service code 12 · EIN 35-1140070 1300 SOUTH CLINTON STREET · FORT WAYNE, IN 46802 | Recordkeeping and information managem... | $6,575 |
Annual investment return 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).
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 | $14,787 | $57,976-74.5% | $62,995-76.5% | $62,292-76.3% |
| Participation rate | 88.6% | 75.9%+12.7pp | 74.8%+13.8pp | 69.5%+19.1pp |
| Annual return | 5.89% | 17.54%-11.7pp | 87.57%-81.7pp | 28.90%-23.0pp |
| Employer contribution / active EE | $1,423 | $2,415-41.1% | $2,759-48.4% | $2,042-30.3% |
| Participant deferral / active EE | $1,559 | $2,956-47.3% | $3,329-53.2% | $3,169-50.8% |
| Admin fee / account holder | $24 | $276-91.3% | $3,600-99.3% | $479-95.0% |