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 CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $48,947 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,250 | $78,483-19.4% | $106,201-40.4% | $74,546-15.2% |
| Participation rate | 64.2% | 72.8%-8.6pp | 75.3%-11.1pp | 67.2%-3.0pp |
| Annual return | 11.81% | 15.94%-4.1pp | 116.26%-104.5pp | 1366.03%-1354.2pp |
| Employer contribution / active EE | $1,126 | $2,522-55.3% | $3,170-64.5% | $2,624-57.1% |
| Participant deferral / active EE | $2,782 | $4,320-35.6% | $5,012-44.5% | $4,347-36.0% |
| Admin fee / account holder | $340 | $2,236-84.8% | $11,039-96.9% | $1,944-82.5% |