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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,023 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,647 | $58,879-59.8% | $178,490-86.8% | $73,488-67.8% |
| Participation rate | 52.1% | 66.2%-14.2pp | 81.9%-29.9pp | 70.7%-18.6pp |
| Annual return | 3.50% | 24.86%-21.4pp | 151.07%-147.6pp | 28.51%-25.0pp |
| Employer contribution / active EE | $1,101 | $2,236-50.8% | $5,011-78.0% | $2,270-51.5% |
| Participant deferral / active EE | $741 | $2,567-71.1% | $5,202-85.8% | $3,740-80.2% |
| Admin fee / account holder | $3 | $400-99.3% | $13,984-100.0% | $513-99.5% |