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 9-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 CORPORATION6 years Service code 13 · EIN 35-1140010 | Contract Administrator | $45,231 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $34,339 |
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 | $57,374 | $50,458+13.7% | $159,960-64.1% | $64,808-11.5% |
| Participation rate | 82.1% | 68.0%+14.1pp | 78.0%+4.2pp | 71.5%+10.7pp |
| Annual return | -16.12% | -13.42%-2.7pp | 408.60%-424.7pp | 32.82%-48.9pp |
| Employer contribution / active EE | $2,120 | $1,722+23.1% | $4,226-49.8% | $2,506-15.4% |
| Participant deferral / active EE | $4,662 | $4,004+16.4% | $6,182-24.6% | $4,310+8.2% |
| Admin fee / account holder | $242 | $706-65.7% | $8,698-97.2% | $188+28.9% |