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 | $2,204 |
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 | $23,236 | $36,916-37.1% | $156,549-85.2% | $57,658-59.7% |
| Participation rate | 38.9% | 63.4%-24.5pp | 84.0%-45.1pp | 70.2%-31.3pp |
| Annual return | 7.03% | 12.38%-5.4pp | 32.23%-25.2pp | 5.13%+1.9pp |
| Employer contribution / active EE | $570 | $1,571-63.7% | $5,501-89.6% | $1,974-71.1% |
| Participant deferral / active EE | $822 | $1,926-57.3% | $4,871-83.1% | $3,061-73.1% |
| Admin fee / account holder | $6 | $82-92.7% | $13,027-100.0% | $95-93.7% |