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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,671 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,096 | $37,196+42.7% | $154,107-65.5% | $55,725-4.7% |
| Participation rate | 60.4% | 64.1%-3.7pp | 83.0%-22.6pp | 70.9%-10.4pp |
| Annual return | -0.51% | 1319.68%-1320.2pp | 735.12%-735.6pp | 244.93%-245.4pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $3,060 | $2,068+48.0% | $5,081-39.8% | $3,356-8.8% |
| Admin fee / account holder | $1 | $102-99.3% | $13,411-100.0% | $115-99.3% |