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 CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $569 |
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 | $37,010 | $46,732-20.8% | $156,549-76.4% | $55,167-32.9% |
| Participation rate | 28.1% | 65.8%-37.7pp | 84.0%-55.9pp | 69.0%-40.9pp |
| Annual return | 5.88% | 17.72%-11.8pp | 32.23%-26.4pp | 169.23%-163.3pp |
| Employer contribution / active EE | $404 | $2,105-80.8% | $5,501-92.7% | $1,963-79.4% |
| Participant deferral / active EE | $887 | $2,204-59.8% | $4,871-81.8% | $3,054-71.0% |
| Admin fee / account holder | $8 | $418-98.2% | $13,027-99.9% | $504-98.5% |