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 CORPORATION8 years Service code 13 · EIN 35-1140010 | Contract Administrator | $65,421 |
Filed as: HR INVESTMENT CONSULTANTS Service code 27 · EIN 52-1662003 | Advisory (Plan) | $24,000 |
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 | $76,157 | $62,624+21.6% | $177,989-57.2% | $77,643-1.9% |
| Participation rate | 76.3% | 66.8%+9.5pp | 77.1%-0.7pp | 70.6%+5.8pp |
| Annual return | 15.73% | 16.16%-0.4pp | 294.48%-278.7pp | 31.24%-15.5pp |
| Employer contribution / active EE | $2,490 | $1,909+30.4% | $3,949-36.9% | $2,726-8.6% |
| Participant deferral / active EE | $5,305 | $4,219+25.7% | $6,276-15.5% | $4,647+14.1% |
| Admin fee / account holder | $256 | $386-33.6% | $10,363-97.5% | $430-40.5% |