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 7-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 CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $17,228 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,691 | $53,925-9.7% | $75,670-35.7% | $69,631-30.1% |
| Participation rate | 65.5% | 71.2%-5.7pp | 72.3%-6.8pp | 70.7%-5.2pp |
| Annual return | 0.00% | 17.84%-17.8pp | 27.34%-27.3pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $112 | $1,802-93.8% | $2,352-95.2% | $2,032-94.5% |
| Participant deferral / active EE | $1,555 | $2,569-39.5% | $3,142-50.5% | $3,224-51.8% |
| Admin fee / account holder | $96 | $97-1.0% | $5,800-98.3% | $110-13.0% |