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 CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $10,129 |
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 | $15,031 | $65,322-77.0% | $70,449-78.7% | $73,488-79.5% |
| Participation rate | 96.9% | 77.0%+20.0pp | 75.1%+21.9pp | 70.7%+26.2pp |
| Annual return | 9.01% | 15.71%-6.7pp | 109.03%-100.0pp | 28.51%-19.5pp |
| Employer contribution / active EE | $4,104 | $2,460+66.9% | $2,737+50.0% | $2,270+80.8% |
| Participant deferral / active EE | $2,557 | $3,375-24.2% | $3,709-31.0% | $3,740-31.6% |
| Admin fee / account holder | $42 | $214-80.2% | $3,845-98.9% | $513-91.8% |