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 6-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 CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,174 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $8,086 | $47,977-83.1% | $154,107-94.8% | $56,287-85.6% |
| Participation rate | 37.6% | 66.2%-28.6pp | 83.0%-45.4pp | 69.9%-32.3pp |
| Annual return | -4.92% | 3.54%-8.5pp | 735.12%-740.0pp | -9.96%+5.0pp |
| Employer contribution / active EE | $230 | $2,169-89.4% | $5,298-95.7% | $2,111-89.1% |
| Participant deferral / active EE | $894 | $2,392-62.6% | $5,081-82.4% | $3,350-73.3% |
| Admin fee / account holder | $19 | $438-95.6% | $13,411-99.9% | $521-96.3% |