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 CORPORATION7 years Service code 13 · EIN 35-0472300 | Contract Administrator | $104,938 |
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 | $67,358 | $47,126+42.9% | $149,673-55.0% | $74,419-9.5% |
| Participation rate | 67.3% | 63.4%+3.9pp | 78.8%-11.5pp | 70.7%-3.4pp |
| Annual return | 16.96% | 22.75%-5.8pp | 134.42%-117.5pp | 34.38%-17.4pp |
| Employer contribution / active EE | $1,072 | $1,905-43.7% | $4,818-77.7% | $2,637-59.3% |
| Participant deferral / active EE | $3,112 | $2,728+14.1% | $5,680-45.2% | $4,528-31.3% |
| Admin fee / account holder | $240 | $343-29.9% | $13,210-98.2% | $348-31.0% |