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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,917 | $58,879-47.5% | $178,490-82.7% | $73,488-57.9% |
| Participation rate | 41.5% | 66.2%-24.8pp | 81.9%-40.5pp | 70.7%-29.2pp |
| Annual return | 11.24% | 24.86%-13.6pp | 151.07%-139.8pp | 28.51%-17.3pp |
| Employer contribution / active EE | $593 | $2,236-73.5% | $5,011-88.2% | $2,270-73.9% |
| Participant deferral / active EE | $925 | $2,567-64.0% | $5,202-82.2% | $3,740-75.3% |
| Admin fee / account holder | $31 | $400-92.2% | $13,984-99.8% | $513-93.9% |