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 CORPORATION5+ years Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 | Contract Administrator | $150 |
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 | $51,767 | $85,202-39.2% | $172,739-70.0% | $72,985-29.1% |
| Participation rate | 51.6% | 70.1%-18.4pp | 82.6%-31.0pp | 69.5%-17.9pp |
| Annual return | 17.05% | 27.32%-10.3pp | 802.84%-785.8pp | 81.00%-64.0pp |
| Employer contribution / active EE | $515 | $3,324-84.5% | $5,143-90.0% | $2,440-78.9% |
| Participant deferral / active EE | $3,151 | $3,260-3.4% | $5,198-39.4% | $3,607-12.7% |
| Admin fee / account holder | $2 | $5,884-100.0% | $13,954-100.0% | $5,124-100.0% |