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 CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $279 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,662 | $74,706+5.3% | $75,696+3.9% | $79,386-0.9% |
| Participation rate | 36.9% | 75.3%-38.4pp | 74.8%-37.9pp | 70.7%-33.8pp |
| Annual return | 14.10% | 18.52%-4.4pp | 104.53%-90.4pp | 116.85%-102.7pp |
| Employer contribution / active EE | $0 | $2,590-100.0% | $2,743-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,327 | $3,533-34.1% | $3,821-39.1% | $4,046-42.5% |
| Admin fee / account holder | $3 | $374-99.2% | $3,619-99.9% | $626-99.5% |