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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $102 |
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 | $49,000 | $58,879-16.8% | $178,490-72.5% | $73,488-33.3% |
| Participation rate | 43.3% | 66.2%-23.0pp | 81.9%-38.7pp | 70.7%-27.4pp |
| Annual return | 15.42% | 24.86%-9.4pp | 151.07%-135.6pp | 28.51%-13.1pp |
| Employer contribution / active EE | $756 | $2,236-66.2% | $5,011-84.9% | $2,270-66.7% |
| Participant deferral / active EE | $1,902 | $2,567-25.9% | $5,202-63.4% | $3,740-49.1% |
| Admin fee / account holder | $0 | $400-100.0% | $13,984-100.0% | $513-100.0% |