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 CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $21,878 |
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 | $24,518 | $35,123-30.2% | $93,406-73.8% | $73,409-66.6% |
| Participation rate | 31.1% | 68.3%-37.2pp | 66.8%-35.7pp | 72.2%-41.1pp |
| Annual return | 23.34% | 18.89%+4.4pp | 78.05%-54.7pp | 59.29%-36.0pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,075-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,285 | $2,249-42.9% | $3,126-58.9% | $3,805-66.2% |
| Admin fee / account holder | $100 | $108-7.4% | $5,230-98.1% | $158-36.6% |