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 CORPORATION2+ 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $167,378 | $68,408+144.7% | $57,179+192.7% | $57,658+190.3% |
| Participation rate | 7.6% | 79.1%-71.6pp | 75.3%-67.8pp | 70.2%-62.6pp |
| Annual return | 8.86% | 8.51%+0.4pp | 14.59%-5.7pp | 5.13%+3.7pp |
| Employer contribution / active EE | $0 | $2,869-100.0% | $2,682-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,759 | $2,903-5.0% | $3,096-10.9% | $3,061-9.8% |
| Admin fee / account holder | $35 | $70-50.2% | $3,139-98.9% | $95-63.3% |