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 9-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 | $53,872 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $49,152 | $52,293-6.0% | $178,490-72.5% | $73,409-33.0% |
| Participation rate | 31.2% | 65.3%-34.1pp | 81.9%-50.7pp | 72.2%-41.0pp |
| Annual return | 14.18% | 34.75%-20.6pp | 151.07%-136.9pp | 59.29%-45.1pp |
| Employer contribution / active EE | $559 | $1,735-67.8% | $5,011-88.8% | $2,234-75.0% |
| Participant deferral / active EE | $1,082 | $2,332-53.6% | $5,202-79.2% | $3,805-71.6% |
| Admin fee / account holder | $364 | $127+185.8% | $13,984-97.4% | $158+130.5% |