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 | $2,986 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,873 | $37,196-35.8% | $154,107-84.5% | $55,725-57.2% |
| Participation rate | 27.1% | 64.1%-37.0pp | 83.0%-55.9pp | 70.9%-43.7pp |
| Annual return | -1.21% | 1319.68%-1320.9pp | 735.12%-736.3pp | 244.93%-246.1pp |
| Employer contribution / active EE | $394 | $1,614-75.6% | $5,298-92.6% | $2,078-81.1% |
| Participant deferral / active EE | $553 | $2,068-73.3% | $5,081-89.1% | $3,356-83.5% |
| Admin fee / account holder | $25 | $102-75.8% | $13,411-99.8% | $115-78.7% |