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 | $49,915-48.1% | $154,803-83.3% | $74,304-65.1% |
| Participation rate | 55.4% | 54.0%+1.5pp | 78.1%-22.6pp | 60.3%-4.9pp |
| Annual return | 9.29% | 34.06%-24.8pp | 58.88%-49.6pp | 29.43%-20.1pp |
| Employer contribution / active EE | $1,640 | $1,611+1.8% | $4,305-61.9% | $2,241-26.8% |
| Participant deferral / active EE | $2,590 | $2,255+14.9% | $5,540-53.3% | $3,767-31.3% |
| Admin fee / account holder | $65 | $2,189-97.0% | $14,329-99.5% | $2,969-97.8% |