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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,466 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,765 | $61,272-72.6% | $149,673-88.8% | $71,457-76.5% |
| Participation rate | 52.4% | 62.5%-10.1pp | 78.8%-26.3pp | 67.9%-15.5pp |
| Annual return | 9.86% | 35.85%-26.0pp | 134.42%-124.6pp | 28.85%-19.0pp |
| Employer contribution / active EE | $1,353 | $2,378-43.1% | $4,818-71.9% | $2,588-47.7% |
| Participant deferral / active EE | $1,169 | $2,917-59.9% | $5,680-79.4% | $4,289-72.8% |
| Admin fee / account holder | $9 | $1,261-99.3% | $13,210-99.9% | $1,587-99.4% |