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 8-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 CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $6,939 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,914 | $45,343-42.8% | $150,298-82.8% | $67,986-61.9% |
| Participation rate | 55.4% | 51.9%+3.6pp | 77.8%-22.3pp | 57.2%-1.8pp |
| Annual return | 9.29% | 33.28%-24.0pp | 62.79%-53.5pp | 31.67%-22.4pp |
| Employer contribution / active EE | $1,640 | $1,462+12.2% | $4,154-60.5% | $2,019-18.8% |
| Participant deferral / active EE | $2,590 | $2,055+26.0% | $5,453-52.5% | $3,358-22.9% |
| Admin fee / account holder | $65 | $2,250-97.1% | $14,116-99.5% | $3,203-98.0% |