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 | $1,572 |
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.
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 | $39,795 | $58,879-32.4% | $178,490-77.7% | $73,488-45.8% |
| Participation rate | 25.3% | 66.2%-40.9pp | 81.9%-56.6pp | 70.7%-45.4pp |
| Annual return | 8.09% | 24.86%-16.8pp | 151.07%-143.0pp | 28.51%-20.4pp |
| Employer contribution / active EE | $139 | $2,236-93.8% | $5,011-97.2% | $2,270-93.9% |
| Participant deferral / active EE | $837 | $2,567-67.4% | $5,202-83.9% | $3,740-77.6% |
| Admin fee / account holder | $20 | $400-95.1% | $13,984-99.9% | $513-96.2% |