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 CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $543 |
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 | $45,978 | $65,061-29.3% | $143,757-68.0% | $66,914-31.3% |
| Participation rate | 44.7% | 65.2%-20.5pp | 80.3%-35.6pp | 69.8%-25.1pp |
| Annual return | -9.23% | -11.14%+1.9pp | -0.04%-9.2pp | 1.58%-10.8pp |
| Employer contribution / active EE | $931 | $2,361-60.5% | $4,951-81.2% | $2,544-63.4% |
| Participant deferral / active EE | $2,245 | $2,919-23.1% | $5,637-60.2% | $4,237-47.0% |
| Admin fee / account holder | $3 | $502-99.4% | $14,673-100.0% | $593-99.5% |