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 7-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 | $46,993 |
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 | $28,203 | $45,382-37.9% | $154,107-81.7% | $75,289-62.5% |
| Participation rate | 22.1% | 65.9%-43.8pp | 83.0%-60.9pp | 72.4%-50.3pp |
| Annual return | -2.60% | -0.47%-2.1pp | 735.12%-737.7pp | -0.04%-2.6pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $975 | $2,384-59.1% | $5,081-80.8% | $3,739-73.9% |
| Admin fee / account holder | $124 | $89+39.2% | $13,411-99.1% | $102+21.5% |