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 | $14 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $7,866 | $47,977-83.6% | $154,107-94.9% | $56,287-86.0% |
| Participation rate | 27.4% | 66.2%-38.8pp | 83.0%-55.7pp | 69.9%-42.5pp |
| Annual return | -1.39% | 3.54%-4.9pp | 735.12%-736.5pp | -9.96%+8.6pp |
| Employer contribution / active EE | $370 | $2,169-82.9% | $5,298-93.0% | $2,111-82.5% |
| Participant deferral / active EE | $495 | $2,392-79.3% | $5,081-90.3% | $3,350-85.2% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |