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 9-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 Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 | Contract Administrator | $125 |
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 | $41,793 | $76,000-45.0% | $154,107-72.9% | $64,186-34.9% |
| Participation rate | 65.2% | 70.4%-5.2pp | 83.0%-17.8pp | 69.6%-4.4pp |
| Annual return | -2.76% | 30.32%-33.1pp | 735.12%-737.9pp | 7.63%-10.4pp |
| Employer contribution / active EE | $569 | $3,351-83.0% | $5,298-89.3% | $2,381-76.1% |
| Participant deferral / active EE | $3,520 | $3,175+10.9% | $5,081-30.7% | $3,470+1.5% |
| Admin fee / account holder | $1 | $5,596-100.0% | $13,411-100.0% | $4,888-100.0% |