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 | $3,829 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,310 | $49,915+10.8% | $154,803-64.3% | $74,304-25.6% |
| Participation rate | 55.8% | 54.0%+1.9pp | 78.1%-22.3pp | 60.3%-4.5pp |
| Annual return | 11.40% | 34.06%-22.7pp | 58.88%-47.5pp | 29.43%-18.0pp |
| Employer contribution / active EE | $608 | $1,611-62.3% | $4,305-85.9% | $2,241-72.9% |
| Participant deferral / active EE | $3,367 | $2,255+49.3% | $5,540-39.2% | $3,767-10.6% |
| Admin fee / account holder | $26 | $2,189-98.8% | $14,329-99.8% | $2,969-99.1% |