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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $10,849 | $58,879-81.6% | $178,490-93.9% | $73,488-85.2% |
| Participation rate | 55.1% | 66.2%-11.1pp | 81.9%-26.8pp | 70.7%-15.6pp |
| Annual return | 23.83% | 24.86%-1.0pp | 151.07%-127.2pp | 28.51%-4.7pp |
| Employer contribution / active EE | $1,014 | $2,236-54.7% | $5,011-79.8% | $2,270-55.3% |
| Participant deferral / active EE | $1,507 | $2,567-41.3% | $5,202-71.0% | $3,740-59.7% |
| Admin fee / account holder | $194 | $400-51.6% | $13,984-98.6% | $513-62.2% |