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 4-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 CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,924 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,858 | $46,292+18.5% | $143,757-61.8% | $64,808-15.4% |
| Participation rate | 32.7% | 64.2%-31.5pp | 80.3%-47.6pp | 71.5%-38.8pp |
| Annual return | -12.89% | -10.05%-2.8pp | -0.04%-12.8pp | 32.82%-45.7pp |
| Employer contribution / active EE | $599 | $1,910-68.6% | $4,951-87.9% | $2,506-76.1% |
| Participant deferral / active EE | $1,278 | $2,646-51.7% | $5,637-77.3% | $4,310-70.3% |
| Admin fee / account holder | $26 | $154-83.3% | $14,673-99.8% | $188-86.3% |