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 CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $17,220 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 26 · EIN 41-0973005 70100 AMERIPRISE FNCL CTR · MINNEAPOLIS, MN 55474 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,844 | $45,551-47.7% | $59,878-60.2% | - |
| Participation rate | 26.1% | 69.1%-43.0pp | 74.7%-48.6pp | - |
| Annual return | 7.15% | 11.07%-3.9pp | 3.46%+3.7pp | - |
| Employer contribution / active EE | $405 | $2,465-83.6% | $2,722-85.1% | - |
| Participant deferral / active EE | $1,057 | $2,507-57.8% | $3,402-68.9% | - |
| Admin fee / account holder | $239 | $6,446-96.3% | $3,590-93.3% | - |