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 4-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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $45,534 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,162 | $50,127-49.8% | $149,673-83.2% | $80,160-68.6% |
| Participation rate | 66.0% | 64.3%+1.7pp | 78.8%-12.8pp | 72.9%-7.0pp |
| Annual return | 159.13% | 29.82%+129.3pp | 134.42%+24.7pp | 40.38%+118.7pp |
| Employer contribution / active EE | $1,943 | $1,865+4.2% | $4,818-59.7% | $2,978-34.8% |
| Participant deferral / active EE | $1,093 | $3,194-65.8% | $5,680-80.8% | $5,017-78.2% |
| Admin fee / account holder | $50 | $153-67.3% | $13,210-99.6% | $145-65.5% |