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 | Contract Administrator | $22,148 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $7,574 | $47,969-84.2% | $85,969-91.2% | $52,331-85.5% |
| Participation rate | 100.0% | 61.7%+38.3pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | -2.70% | -0.13%-2.6pp | 9.32%-12.0pp | 4.54%-7.2pp |
| Employer contribution / active EE | $1,076 | $1,460-26.3% | $3,474-69.0% | $1,882-42.8% |
| Participant deferral / active EE | $1,193 | $2,110-43.5% | $3,829-68.9% | $3,022-60.5% |
| Admin fee / account holder | $112 | $530-79.0% | $6,053-98.2% | $592-81.2% |