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 35-1140070 | Contract Administrator | $1,629 |
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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,473 | $56,485-30.1% | $185,823-78.8% | $86,799-54.5% |
| Participation rate | 32.6% | 65.5%-32.9pp | 81.7%-49.1pp | 72.3%-39.7pp |
| Annual return | 11.41% | 118.04%-106.6pp | 122.05%-110.6pp | 97.91%-86.5pp |
| Employer contribution / active EE | $262 | $1,843-85.8% | $5,167-94.9% | $2,405-89.1% |
| Participant deferral / active EE | $1,039 | $2,553-59.3% | $5,568-81.3% | $4,131-74.8% |
| Admin fee / account holder | $6 | $150-95.9% | $16,237-100.0% | $170-96.4% |