Filed January 30, 2020
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 CORPORATION7+ years Service code 13 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $59,024 |
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 | $123,751 | $98,780+25.3% | $60,874+103.3% | $77,904+58.9% |
| Participation rate | 54.9% | 76.7%-21.8pp | 73.1%-18.2pp | 73.7%-18.8pp |
| Annual return | -9.80% | -11.56%+1.8pp | 16.90%-26.7pp | 12.21%-22.0pp |
| Employer contribution / active EE | $6,191 | $3,605+71.8% | $2,701+129.2% | $2,848+117.4% |
| Participant deferral / active EE | $3,157 | $4,200-24.8% | $3,817-17.3% | $4,806-34.3% |
| Admin fee / account holder | $44 | $89-50.9% | $3,224-98.7% | $133-67.2% |