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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $788 |
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 | $52,339 | $61,156-14.4% | $185,823-71.8% | $79,386-34.1% |
| Participation rate | 45.0% | 66.6%-21.7pp | 81.7%-36.7pp | 70.7%-25.7pp |
| Annual return | 13.71% | 19.45%-5.7pp | 122.05%-108.3pp | 116.85%-103.1pp |
| Employer contribution / active EE | $948 | $2,321-59.1% | $5,167-81.6% | $2,427-60.9% |
| Participant deferral / active EE | $2,276 | $2,789-18.4% | $5,568-59.1% | $4,046-43.8% |
| Admin fee / account holder | $0 | $710-100.0% | $16,237-100.0% | $626-100.0% |