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 CORPORATION8 years Service code 13 · EIN 35-1140070 1300 S CLINTON STREET · FORT WAYNE, IN 68012 | Contract Administrator | $36,976 |
Filed as: SOUTHEASTERN EMPLOYEE BENEFIT PLAN Service code 15 1175 JOHN STREET · W HENRIETTA, NY 14586 | Recordkeeping | $1,425 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,116 | $73,360-42.6% | $177,989-76.3% | $74,495-43.5% |
| Participation rate | 51.9% | 66.6%-14.7pp | 77.1%-25.2pp | 67.2%-15.3pp |
| Annual return | 15.04% | 17.49%-2.4pp | 294.48%-279.4pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $1,682 | $2,216-24.1% | $3,949-57.4% | $2,623-35.9% |
| Participant deferral / active EE | $972 | $4,513-78.5% | $6,276-84.5% | $4,346-77.6% |
| Admin fee / account holder | $287 | $1,808-84.1% | $10,363-97.2% | $1,942-85.2% |