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 |
|---|---|---|
Filed as: LINCOLN NATIONAL CORP. Service code 13 · EIN 35-1140070 | Contract Administrator | $26,883 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,010 | $99,957-82.0% | $149,696-88.0% | $73,488-75.5% |
| Participation rate | 65.8% | 75.7%-9.9pp | 82.5%-16.7pp | 70.7%-4.9pp |
| Annual return | 17.29% | 53.87%-36.6pp | 276.60%-259.3pp | 28.51%-11.2pp |
| Employer contribution / active EE | $3,157 | $3,191-1.1% | $4,644-32.0% | $2,270+39.1% |
| Participant deferral / active EE | $2,155 | $6,073-64.5% | $6,842-68.5% | $3,740-42.4% |
| Admin fee / account holder | $91 | $551-83.5% | $9,309-99.0% | $513-82.3% |