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 | $9,101 |
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 | $13,629 | $60,795-77.6% | $69,455-80.4% | $65,185-79.1% |
| Participation rate | 87.8% | 74.9%+12.9pp | 74.6%+13.2pp | 70.2%+17.6pp |
| Annual return | -1.90% | 17.46%-19.4pp | 28.97%-30.9pp | 29.38%-31.3pp |
| Employer contribution / active EE | $4,698 | $2,452+91.6% | $2,779+69.1% | $2,177+115.9% |
| Participant deferral / active EE | $2,642 | $3,162-16.4% | $3,535-25.3% | $3,514-24.8% |
| Admin fee / account holder | $25 | $314-91.9% | $3,839-99.3% | $847-97.0% |