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 CORPORATION2 years Filed as: LINCOLN RETIREMENT SERVICES Service code 13 · EIN 35-0472300 | Contract Administrator | $38,496 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $3,225 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,720 | $73,360-94.9% | $177,989-97.9% | $74,495-95.0% |
| Participation rate | 85.7% | 66.6%+19.1pp | 77.1%+8.6pp | 67.2%+18.5pp |
| Annual return | 13.47% | 17.49%-4.0pp | 294.48%-281.0pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $1,332 | $2,216-39.9% | $3,949-66.3% | $2,623-49.2% |
| Participant deferral / active EE | $2,113 | $4,513-53.2% | $6,276-66.3% | $4,346-51.4% |
| Admin fee / account holder | $65 | $1,808-96.4% | $10,363-99.4% | $1,942-96.7% |