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 CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $39,722 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,329 | $79,171-39.0% | $102,423-52.8% | $74,495-35.1% |
| Participation rate | 63.4% | 74.8%-11.4pp | 76.5%-13.1pp | 67.2%-3.8pp |
| Annual return | 16.51% | 54.93%-38.4pp | 29.32%-12.8pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $2,381 | $2,362+0.8% | $3,023-21.2% | $2,623-9.2% |
| Participant deferral / active EE | $4,422 | $4,415+0.1% | $5,053-12.5% | $4,346+1.7% |
| Admin fee / account holder | $373 | $2,001-81.4% | $9,451-96.1% | $1,942-80.8% |