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 | $2,538 |
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.
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 | $23,367 | $52,953-55.9% | $172,739-86.5% | $65,185-64.2% |
| Participation rate | 56.9% | 66.2%-9.2pp | 82.6%-25.7pp | 70.2%-13.3pp |
| Annual return | 5.63% | 30.12%-24.5pp | 802.84%-797.2pp | 29.38%-23.8pp |
| Employer contribution / active EE | $964 | $2,190-56.0% | $5,143-81.3% | $2,177-55.7% |
| Participant deferral / active EE | $765 | $2,471-69.0% | $5,198-85.3% | $3,514-78.2% |
| Admin fee / account holder | $10 | $472-97.9% | $13,954-99.9% | $847-98.8% |