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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,210 |
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.
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 | $23,524 | $57,976-59.4% | $62,995-62.7% | $62,292-62.2% |
| Participation rate | 31.0% | 75.9%-45.0pp | 74.8%-43.8pp | 69.5%-38.5pp |
| Annual return | 15.67% | 17.54%-1.9pp | 87.57%-71.9pp | 28.90%-13.2pp |
| Employer contribution / active EE | $205 | $2,415-91.5% | $2,759-92.6% | $2,042-89.9% |
| Participant deferral / active EE | $1,213 | $2,956-59.0% | $3,329-63.6% | $3,169-61.7% |
| Admin fee / account holder | $27 | $276-90.3% | $3,600-99.3% | $479-94.4% |