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 CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,310 | $36,916-50.4% | $156,549-88.3% | $57,658-68.2% |
| Participation rate | 33.7% | 63.4%-29.8pp | 84.0%-50.3pp | 70.2%-36.6pp |
| Annual return | 8.13% | 12.38%-4.2pp | 32.23%-24.1pp | 5.13%+3.0pp |
| Employer contribution / active EE | $287 | $1,571-81.8% | $5,501-94.8% | $1,974-85.5% |
| Participant deferral / active EE | $652 | $1,926-66.1% | $4,871-86.6% | $3,061-78.7% |
| Admin fee / account holder | $0 | $82-100.0% | $13,027-100.0% | $95-100.0% |