Filed October 19, 2018
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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,665 |
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 | $17,633 | $65,061-72.9% | $143,757-87.7% | $66,914-73.6% |
| Participation rate | 43.6% | 65.2%-21.6pp | 80.3%-36.7pp | 69.8%-26.2pp |
| Annual return | -5.84% | -11.14%+5.3pp | -0.04%-5.8pp | 1.58%-7.4pp |
| Employer contribution / active EE | $822 | $2,361-65.2% | $4,951-83.4% | $2,544-67.7% |
| Participant deferral / active EE | $1,198 | $2,919-59.0% | $5,637-78.8% | $4,237-71.7% |
| Admin fee / account holder | $1 | $502-99.7% | $14,673-100.0% | $593-99.7% |