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 | $5,916 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,792 | $77,634-61.6% | $156,549-81.0% | $62,891-52.6% |
| Participation rate | 83.8% | 71.2%+12.6pp | 84.0%-0.2pp | 69.3%+14.5pp |
| Annual return | 2.23% | 50.32%-48.1pp | 32.23%-30.0pp | 20.14%-17.9pp |
| Employer contribution / active EE | $2,263 | $3,444-34.3% | $5,501-58.9% | $2,281-0.8% |
| Participant deferral / active EE | $1,874 | $3,045-38.5% | $4,871-61.5% | $3,203-41.5% |
| Admin fee / account holder | $30 | $5,561-99.5% | $13,027-99.8% | $4,296-99.3% |