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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $810 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $10,587 | $101,523-89.6% | $141,162-92.5% | $77,787-86.4% |
| Participation rate | 47.8% | 77.4%-29.6pp | 82.5%-34.7pp | 73.2%-25.4pp |
| Annual return | 26.33% | 56.22%-29.9pp | 71.39%-45.1pp | 32.57%-6.2pp |
| Employer contribution / active EE | $0 | $3,341-100.0% | $4,735-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $1,443 | $6,434-77.6% | $6,709-78.5% | $3,967-63.6% |
| Admin fee / account holder | $1 | $92-99.4% | $10,261-100.0% | $100-99.4% |