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 CORPORATION11+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $47,505 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,577 | $30,588+140.5% | $53,898+36.5% | $85,563-14.0% |
| Participation rate | 32.3% | 26.3%+5.9pp | 55.0%-22.7pp | 66.0%-33.7pp |
| Annual return | 14.87% | 50.42%-35.5pp | 528.60%-513.7pp | 31.51%-16.6pp |
| Employer contribution / active EE | $778 | $436+78.4% | $932-16.6% | $2,654-70.7% |
| Participant deferral / active EE | $1,614 | $848+90.4% | $1,826-11.6% | $4,375-63.1% |
| Admin fee / account holder | $223 | $1,879-88.1% | $2,491-91.0% | $834-73.3% |