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 CORPORATION3 years Service code 13 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $36,477 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,495 | $65,322-64.0% | $70,449-66.6% | $73,488-68.0% |
| Participation rate | 93.4% | 77.0%+16.4pp | 75.1%+18.3pp | 70.7%+22.7pp |
| Annual return | 17.08% | 15.71%+1.4pp | 109.03%-91.9pp | 28.51%-11.4pp |
| Employer contribution / active EE | $3,348 | $2,460+36.1% | $2,737+22.4% | $2,270+47.5% |
| Participant deferral / active EE | $2,569 | $3,375-23.9% | $3,709-30.7% | $3,740-31.3% |
| Admin fee / account holder | $132 | $214-38.2% | $3,845-96.6% | $513-74.2% |