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 | Contract Administrator | $1,327 |
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.
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 | $12,724 | $46,292-72.5% | $143,757-91.1% | $64,808-80.4% |
| Participation rate | 19.5% | 64.2%-44.7pp | 80.3%-60.8pp | 71.5%-52.0pp |
| Annual return | -10.63% | -10.05%-0.6pp | -0.04%-10.6pp | 32.82%-43.4pp |
| Employer contribution / active EE | $537 | $1,910-71.9% | $4,951-89.2% | $2,506-78.6% |
| Participant deferral / active EE | $679 | $2,646-74.4% | $5,637-88.0% | $4,310-84.3% |
| Admin fee / account holder | $10 | $154-93.4% | $14,673-99.9% | $188-94.6% |