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 CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $556 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,149 | $73,867-63.2% | $143,757-81.1% | $68,494-60.4% |
| Participation rate | 22.2% | 66.7%-44.4pp | 80.3%-58.1pp | 67.9%-45.7pp |
| Annual return | 2.62% | 1.01%+1.6pp | -0.04%+2.7pp | -7.84%+10.5pp |
| Employer contribution / active EE | $446 | $3,184-86.0% | $4,951-91.0% | $2,596-82.8% |
| Participant deferral / active EE | $508 | $3,384-85.0% | $5,637-91.0% | $4,027-87.4% |
| Admin fee / account holder | $7 | $5,755-99.9% | $14,673-100.0% | $5,403-99.9% |