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 35-1140070 | Contract Administrator | $43,463 |
Filed as: HEALTHCARE COMMUNITY SECURITIES Service code 13 · EIN 14-1764768 | Contract Administrator | $13,990 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,721 | $56,485+21.7% | $185,823-63.0% | $86,799-20.8% |
| Participation rate | 55.9% | 65.5%-9.6pp | 81.7%-25.8pp | 72.3%-16.4pp |
| Annual return | 12.21% | 118.04%-105.8pp | 122.05%-109.8pp | 97.91%-85.7pp |
| Employer contribution / active EE | $757 | $1,843-58.9% | $5,167-85.4% | $2,405-68.5% |
| Participant deferral / active EE | $2,913 | $2,553+14.1% | $5,568-47.7% | $4,131-29.5% |
| Admin fee / account holder | $77 | $150-48.8% | $16,237-99.5% | $170-54.8% |