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 | $2,560 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,418 | $61,156-35.5% | $185,823-78.8% | $79,386-50.3% |
| Participation rate | 42.9% | 66.6%-23.8pp | 81.7%-38.8pp | 70.7%-27.8pp |
| Annual return | 19.14% | 19.45%-0.3pp | 122.05%-102.9pp | 116.85%-97.7pp |
| Employer contribution / active EE | $1,102 | $2,321-52.5% | $5,167-78.7% | $2,427-54.6% |
| Participant deferral / active EE | $1,851 | $2,789-33.6% | $5,568-66.8% | $4,046-54.2% |
| Admin fee / account holder | $24 | $710-96.6% | $16,237-99.9% | $626-96.2% |