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 3-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 10 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Accounting | $13,067 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,485 | $89,465-38.0% | $164,866-66.3% | $77,671-28.6% |
| Participation rate | 34.8% | 78.6%-43.8pp | 78.6%-43.8pp | 70.6%-35.8pp |
| Annual return | 17.01% | 28.81%-11.8pp | 69.97%-53.0pp | 31.21%-14.2pp |
| Employer contribution / active EE | $1,270 | $2,568-50.5% | $4,343-70.8% | $2,726-53.4% |
| Participant deferral / active EE | $1,902 | $4,897-61.2% | $6,033-68.5% | $4,648-59.1% |
| Admin fee / account holder | $61 | $340-81.9% | $12,689-99.5% | $430-85.7% |