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 | $3,704 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,805 | $65,061-46.5% | $143,757-75.8% | $66,914-48.0% |
| Participation rate | 42.1% | 65.2%-23.1pp | 80.3%-38.2pp | 69.8%-27.7pp |
| Annual return | -9.41% | -11.14%+1.7pp | -0.04%-9.4pp | 1.58%-11.0pp |
| Employer contribution / active EE | $832 | $2,361-64.8% | $4,951-83.2% | $2,544-67.3% |
| Participant deferral / active EE | $1,574 | $2,919-46.1% | $5,637-72.1% | $4,237-62.9% |
| Admin fee / account holder | $42 | $502-91.6% | $14,673-99.7% | $593-92.9% |