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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,906 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,968 | $55,415+28.1% | $155,509-54.4% | $74,495-4.7% |
| Participation rate | 43.8% | 61.9%-18.1pp | 78.2%-34.4pp | 67.2%-23.4pp |
| Annual return | 15.15% | 268.50%-253.3pp | 64.67%-49.5pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $1,463 | $2,267-35.5% | $4,672-68.7% | $2,623-44.2% |
| Participant deferral / active EE | $2,596 | $2,836-8.5% | $5,626-53.9% | $4,346-40.3% |
| Admin fee / account holder | $20 | $1,738-98.9% | $15,912-99.9% | $1,942-99.0% |