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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $70 |
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 | $15,751 | $47,977-67.2% | $154,107-89.8% | $56,287-72.0% |
| Participation rate | 45.8% | 66.2%-20.4pp | 83.0%-37.2pp | 69.9%-24.1pp |
| Annual return | -3.32% | 3.54%-6.9pp | 735.12%-738.4pp | -9.96%+6.6pp |
| Employer contribution / active EE | $676 | $2,169-68.8% | $5,298-87.2% | $2,111-68.0% |
| Participant deferral / active EE | $1,286 | $2,392-46.2% | $5,081-74.7% | $3,350-61.6% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |