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 CORPORATION5+ years Filed as: LINCOLN NATIONAL LIFE INSURANCE CO Service code 13 · EIN 35-1140070 | Contract Administrator | $19,389 |
Service code 15 · EIN 01-0278678 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,349 | $46,722-9.4% | $130,648-67.6% | $65,185-35.0% |
| Participation rate | 62.0% | 60.9%+1.1pp | 71.7%-9.7pp | 70.2%-8.2pp |
| Annual return | 22.06% | 24.17%-2.1pp | 1708.96%-1686.9pp | 29.38%-7.3pp |
| Employer contribution / active EE | $999 | $1,488-32.8% | $4,092-75.6% | $2,177-54.1% |
| Participant deferral / active EE | $1,836 | $2,545-27.8% | $3,603-49.0% | $3,514-47.7% |
| Admin fee / account holder | $128 | $453-71.8% | $5,464-97.7% | $847-84.9% |