See peer percentile detail. $4.99 for your first month.
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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 | $2,660 |
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 | $39,713 | $55,453-28.4% | $170,442-76.7% | $62,292-36.2% |
| Participation rate | 74.8% | 66.4%+8.4pp | 83.6%-8.8pp | 69.5%+5.3pp |
| Annual return | 15.10% | 21.38%-6.3pp | 205.93%-190.8pp | 28.90%-13.8pp |
| Employer contribution / active EE | $698 | $2,164-67.7% | $5,433-87.1% | $2,042-65.8% |
| Participant deferral / active EE | $3,535 | $2,303+53.5% | $4,939-28.4% | $3,169+11.5% |
| Admin fee / account holder | $21 | $455-95.3% | $13,880-99.8% | $479-95.5% |