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 CORPORATION7 years Service code 13 · EIN 35-1140010 | Contract Administrator | $43,531 |
Filed as: HR INVESTMENT CONSULTANTS Service code 27 · EIN 52-1662003 | Advisory (Plan) | $12,267 |
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 | $52,453 | $56,638-7.4% | $169,368-69.0% | $74,419-29.5% |
| Participation rate | 88.3% | 67.5%+20.8pp | 77.1%+11.2pp | 70.7%+17.6pp |
| Annual return | 18.15% | 24.75%-6.6pp | 405.60%-387.4pp | 34.38%-16.2pp |
| Employer contribution / active EE | $2,453 | $2,027+21.0% | $4,013-38.9% | $2,637-7.0% |
| Participant deferral / active EE | $5,039 | $4,223+19.3% | $6,221-19.0% | $4,528+11.3% |
| Admin fee / account holder | $134 | $307-56.2% | $9,003-98.5% | $348-61.4% |