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 CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,075 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,693 | $57,976-71.2% | $62,995-73.5% | $62,292-73.2% |
| Participation rate | 60.3% | 75.9%-15.7pp | 74.8%-14.6pp | 69.5%-9.3pp |
| Annual return | 17.88% | 17.54%+0.3pp | 87.57%-69.7pp | 28.90%-11.0pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,759-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,170 | $2,956-60.4% | $3,329-64.9% | $3,169-63.1% |
| Admin fee / account holder | $1 | $276-99.7% | $3,600-100.0% | $479-99.8% |