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 | $11,619 |
Service code 27 1254 UNIVERSITY DRIVE, SUITE 300 · EDWARDSVILLE, IL 62025 | Advisory (Plan) | $3,880 |
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 | $18,679 | $28,601-34.7% | $71,735-74.0% | $66,914-72.1% |
| Participation rate | 34.3% | 56.7%-22.4pp | 62.3%-28.1pp | 69.8%-35.5pp |
| Annual return | -19.22% | -10.90%-8.3pp | 9.14%-28.4pp | 1.58%-20.8pp |
| Employer contribution / active EE | $973 | $1,104-11.9% | $1,704-42.9% | $2,544-61.8% |
| Participant deferral / active EE | $1,942 | $1,912+1.6% | $2,658-27.0% | $4,237-54.2% |
| Admin fee / account holder | $209 | $506-58.6% | $3,974-94.7% | $593-64.7% |