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 8-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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $31,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,862 | $52,293-46.7% | $178,490-84.4% | $73,409-62.0% |
| Participation rate | 25.4% | 65.3%-39.9pp | 81.9%-56.5pp | 72.2%-46.8pp |
| Annual return | 15.95% | 34.75%-18.8pp | 151.07%-135.1pp | 59.29%-43.3pp |
| Employer contribution / active EE | $123 | $1,735-92.9% | $5,011-97.5% | $2,234-94.5% |
| Participant deferral / active EE | $1,170 | $2,332-49.8% | $5,202-77.5% | $3,805-69.2% |
| Admin fee / account holder | $84 | $127-34.1% | $13,984-99.4% | $158-46.8% |