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 | $17,386 |
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 | $57,613 | $51,045+12.9% | $70,515-18.3% | $71,457-19.4% |
| Participation rate | 43.0% | 59.4%-16.4pp | 68.3%-25.4pp | 67.9%-24.9pp |
| Annual return | 14.38% | 42.63%-28.2pp | 32.77%-18.4pp | 28.85%-14.5pp |
| Employer contribution / active EE | $420 | $1,790-76.5% | $2,973-85.9% | $2,588-83.8% |
| Participant deferral / active EE | $2,569 | $3,026-15.1% | $4,567-43.7% | $4,289-40.1% |
| Admin fee / account holder | $193 | $1,994-90.3% | $6,412-97.0% | $1,587-87.8% |