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 CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $8,774 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $9,795 | $45,566-78.5% | $64,105-84.7% | $59,632-83.6% |
| Participation rate | 60.9% | 60.2%+0.7pp | 68.2%-7.3pp | 68.7%-7.8pp |
| Annual return | -5.29% | 4.95%-10.2pp | 791.24%-796.5pp | 2041.28%-2046.6pp |
| Employer contribution / active EE | $796 | $934-14.8% | $1,820-56.3% | $2,203-63.9% |
| Participant deferral / active EE | $1,193 | $2,057-42.0% | $2,822-57.7% | $3,192-62.6% |
| Admin fee / account holder | $157 | $3,268-95.2% | $4,499-96.5% | $4,297-96.4% |