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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $30,236 |
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 | $31,600 | $42,396-25.5% | $67,313-53.1% | $56,287-43.9% |
| Participation rate | 0.0% | 61.0%-61.0pp | 69.1%-69.1pp | 69.9%-69.9pp |
| Annual return | -6.69% | -36.63%+29.9pp | -4.08%-2.6pp | -9.96%+3.3pp |
| Employer contribution / active EE | $604 | $1,414-57.3% | $2,566-76.5% | $2,111-71.4% |
| Participant deferral / active EE | $3,131 | $2,360+32.7% | $3,568-12.3% | $3,350-6.5% |
| Admin fee / account holder | $210 | $510-58.8% | $4,507-95.3% | $521-59.7% |