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 | $32,338 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,126 | $28,956-20.1% | $71,735-67.8% | $64,808-64.3% |
| Participation rate | 28.0% | 65.2%-37.2pp | 62.3%-34.4pp | 71.5%-43.5pp |
| Annual return | -10.60% | -7.39%-3.2pp | 9.14%-19.7pp | 32.82%-43.4pp |
| Employer contribution / active EE | $1,586 | $1,159+36.8% | $1,704-6.9% | $2,506-36.7% |
| Participant deferral / active EE | $1,447 | $2,686-46.1% | $2,658-45.6% | $4,310-66.4% |
| Admin fee / account holder | $102 | $124-18.0% | $3,974-97.4% | $188-45.7% |