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 | $638 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,939 | $47,977-54.3% | $154,107-85.8% | $56,287-61.0% |
| Participation rate | 65.7% | 66.2%-0.5pp | 83.0%-17.3pp | 69.9%-4.2pp |
| Annual return | 7.67% | 3.54%+4.1pp | 735.12%-727.5pp | -9.96%+17.6pp |
| Employer contribution / active EE | $1,067 | $2,169-50.8% | $5,298-79.9% | $2,111-49.5% |
| Participant deferral / active EE | $784 | $2,392-67.2% | $5,081-84.6% | $3,350-76.6% |
| Admin fee / account holder | $3 | $438-99.4% | $13,411-100.0% | $521-99.5% |