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 CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,133 |
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 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 | $42,673 | $61,156-30.2% | $185,823-77.0% | $79,386-46.2% |
| Participation rate | 29.6% | 66.6%-37.0pp | 81.7%-52.1pp | 70.7%-41.1pp |
| Annual return | 7.97% | 19.45%-11.5pp | 122.05%-114.1pp | 116.85%-108.9pp |
| Employer contribution / active EE | $139 | $2,321-94.0% | $5,167-97.3% | $2,427-94.3% |
| Participant deferral / active EE | $969 | $2,789-65.3% | $5,568-82.6% | $4,046-76.1% |
| Admin fee / account holder | $16 | $710-97.8% | $16,237-99.9% | $626-97.5% |