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 1300 S CLINTON ST · FORT WAYNE, IN 468012248 | Contract Administrator | $16,092 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $116,708 | $78,705+48.3% | $117,854-1.0% | $70,131+66.4% |
| Participation rate | 84.9% | 73.2%+11.7pp | 79.7%+5.3pp | 69.5%+15.4pp |
| Annual return | 14.69% | 23.30%-8.6pp | 335.08%-320.4pp | 73.14%-58.4pp |
| Employer contribution / active EE | $647 | $2,223-70.9% | $3,786-82.9% | $2,342-72.4% |
| Participant deferral / active EE | $4,022 | $3,297+22.0% | $4,482-10.3% | $3,332+20.7% |
| Admin fee / account holder | $201 | $5,065-96.0% | $8,020-97.5% | $4,645-95.7% |