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 CORPORATION6+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $34,214 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,426 | $62,132-38.2% | $185,823-79.3% | $73,488-47.7% |
| Participation rate | 62.8% | 67.8%-5.0pp | 78.0%-15.2pp | 70.7%-7.9pp |
| Annual return | -0.99% | 20.44%-21.4pp | 35.95%-36.9pp | 28.51%-29.5pp |
| Employer contribution / active EE | $522 | $1,681-68.9% | $4,087-87.2% | $2,270-77.0% |
| Participant deferral / active EE | $1,336 | $3,711-64.0% | $5,632-76.3% | $3,740-64.3% |
| Admin fee / account holder | $364 | $419-13.1% | $9,500-96.2% | $513-29.0% |