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 | $425 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $199,459 | $93,571+113.2% | $135,903+46.8% | $75,163+165.4% |
| Participation rate | 82.1% | 75.2%+6.9pp | 81.9%+0.1pp | 67.2%+14.9pp |
| Annual return | 30.48% | 30.90%-0.4pp | 68.23%-37.7pp | 160.62%-130.1pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $16,773 | $6,404+161.9% | $7,758+116.2% | $4,125+306.6% |
| Admin fee / account holder | $3 | $6,975-100.0% | $10,762-100.0% | $5,651-99.9% |