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 6-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 | $90 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $62,988 | $65,322-3.6% | $70,449-10.6% | $73,488-14.3% |
| Participation rate | 30.9% | 77.0%-46.1pp | 75.1%-44.2pp | 70.7%-39.8pp |
| Annual return | 10.27% | 15.71%-5.4pp | 109.03%-98.8pp | 28.51%-18.2pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,737-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,638 | $3,375-51.5% | $3,709-55.8% | $3,740-56.2% |
| Admin fee / account holder | $1 | $214-99.6% | $3,845-100.0% | $513-99.8% |