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 CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $7,134 |
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 | $15,791 | $46,360-65.9% | $147,614-89.3% | $52,331-69.8% |
| Participation rate | 92.9% | 64.9%+28.0pp | 84.6%+8.3pp | 68.1%+24.8pp |
| Annual return | 3.41% | 1.62%+1.8pp | 61.98%-58.6pp | 4.54%-1.1pp |
| Employer contribution / active EE | $662 | $2,126-68.8% | $5,564-88.1% | $1,882-64.8% |
| Participant deferral / active EE | $758 | $2,258-66.4% | $4,895-84.5% | $3,022-74.9% |
| Admin fee / account holder | $33 | $766-95.7% | $11,611-99.7% | $592-94.4% |