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 7-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 CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,244 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,588 | $54,237-43.6% | $90,281-66.1% | $67,579-54.7% |
| Participation rate | 39.1% | 68.6%-29.5pp | 73.3%-34.2pp | 71.3%-32.2pp |
| Annual return | 12.56% | 37.27%-24.7pp | 78.10%-65.5pp | 378.56%-366.0pp |
| Employer contribution / active EE | $308 | $1,846-83.3% | $2,854-89.2% | $2,148-85.7% |
| Participant deferral / active EE | $1,154 | $2,625-56.0% | $3,885-70.3% | $3,539-67.4% |
| Admin fee / account holder | $12 | $123-90.5% | $5,351-99.8% | $142-91.8% |