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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,286 | $55,415-45.3% | $155,509-80.5% | $74,495-59.3% |
| Participation rate | 58.7% | 61.9%-3.2pp | 78.2%-19.5pp | 67.2%-8.5pp |
| Annual return | 11.09% | 268.50%-257.4pp | 64.67%-53.6pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $781 | $2,267-65.5% | $4,672-83.3% | $2,623-70.2% |
| Participant deferral / active EE | $2,571 | $2,836-9.3% | $5,626-54.3% | $4,346-40.8% |
| Admin fee / account holder | $39 | $1,738-97.8% | $15,912-99.8% | $1,942-98.0% |