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 CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $0 |
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 | $174,668 | $67,166+160.1% | $57,343+204.6% | $55,191+216.5% |
| Participation rate | 4.3% | 77.7%-73.4pp | 75.1%-70.8pp | 69.2%-64.9pp |
| Annual return | 3.94% | 4.22%-0.3pp | 24.39%-20.5pp | 10.78%-6.8pp |
| Employer contribution / active EE | $0 | $2,812-100.0% | $2,689-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,456 | $2,835-13.4% | $3,162-22.3% | $3,046-19.4% |
| Admin fee / account holder | $21 | $44-51.1% | $3,356-99.4% | $91-76.5% |