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 CORPORATION7 years Service code 13 · EIN 35-0472300 | Contract Administrator | $44,253 |
Filed as: CARR, RIGGS & INGRAM Service code 27 · EIN 72-1396621 | Advisory (Plan) | $7,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $40,440 | $51,045-20.8% | $70,515-42.7% | $71,457-43.4% |
| Participation rate | 31.9% | 59.4%-27.6pp | 68.3%-36.5pp | 67.9%-36.1pp |
| Annual return | 14.16% | 42.63%-28.5pp | 32.77%-18.6pp | 28.85%-14.7pp |
| Employer contribution / active EE | $273 | $1,790-84.7% | $2,973-90.8% | $2,588-89.4% |
| Participant deferral / active EE | $1,588 | $3,026-47.5% | $4,567-65.2% | $4,289-63.0% |
| Admin fee / account holder | $316 | $1,994-84.1% | $6,412-95.1% | $1,587-80.1% |