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 CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $16,367 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,253 | $42,353-64.0% | $79,550-80.8% | $64,808-76.5% |
| Participation rate | 14.9% | 64.8%-49.9pp | 69.5%-54.6pp | 71.5%-56.6pp |
| Annual return | -13.89% | -12.24%-1.6pp | 0.16%-14.1pp | 32.82%-46.7pp |
| Employer contribution / active EE | $0 | $1,181-100.0% | $2,413-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $229 | $3,170-92.8% | $3,985-94.3% | $4,310-94.7% |
| Admin fee / account holder | $241 | $160+50.8% | $6,832-96.5% | $188+28.2% |