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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $900 |
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 | $33,228 | $47,977-30.7% | $154,107-78.4% | $56,287-41.0% |
| Participation rate | 51.0% | 66.2%-15.2pp | 83.0%-32.1pp | 69.9%-18.9pp |
| Annual return | 0.64% | 3.54%-2.9pp | 735.12%-734.5pp | -9.96%+10.6pp |
| Employer contribution / active EE | $199 | $2,169-90.8% | $5,298-96.2% | $2,111-90.6% |
| Participant deferral / active EE | $1,185 | $2,392-50.5% | $5,081-76.7% | $3,350-64.6% |
| Admin fee / account holder | $8 | $438-98.2% | $13,411-99.9% | $521-98.5% |