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 Filed as: LINCOLN NATIONAL LIFE INSURANCE Service code 13 · EIN 35-1140070 | Contract Administrator | $68,232 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $108,968 | $99,957+9.0% | $149,696-27.2% | $73,488+48.3% |
| Participation rate | 56.4% | 75.7%-19.3pp | 82.5%-26.1pp | 70.7%-14.3pp |
| Annual return | 15.64% | 53.87%-38.2pp | 276.60%-261.0pp | 28.51%-12.9pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,461 | $6,073-26.5% | $6,842-34.8% | $3,740+19.3% |
| Admin fee / account holder | $429 | $551-22.1% | $9,309-95.4% | $513-16.4% |