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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $8,045 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,419 | $55,472-66.8% | $155,567-88.2% | $74,546-75.3% |
| Participation rate | 86.7% | 61.9%+24.8pp | 78.2%+8.5pp | 67.2%+19.5pp |
| Annual return | 4.46% | 268.72%-264.3pp | 64.74%-60.3pp | 1366.03%-1361.6pp |
| Employer contribution / active EE | $926 | $2,269-59.2% | $4,674-80.2% | $2,624-64.7% |
| Participant deferral / active EE | $1,882 | $2,838-33.7% | $5,628-66.6% | $4,347-56.7% |
| Admin fee / account holder | $36 | $1,743-97.9% | $15,916-99.8% | $1,944-98.1% |