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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $32,515 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $32,272 | $47,977-32.7% | $154,107-79.1% | $56,287-42.7% |
| Participation rate | 47.2% | 66.2%-18.9pp | 83.0%-35.8pp | 69.9%-22.6pp |
| Annual return | 5.29% | 3.54%+1.8pp | 735.12%-729.8pp | -9.96%+15.2pp |
| Employer contribution / active EE | $549 | $2,169-74.7% | $5,298-89.6% | $2,111-74.0% |
| Participant deferral / active EE | $785 | $2,392-67.2% | $5,081-84.6% | $3,350-76.6% |
| Admin fee / account holder | $342 | $438-21.9% | $13,411-97.4% | $521-34.3% |