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 CORPORATION1+ years Service code 13 1300 S CLINTON STREET · FORT WAYNE, IN 468012248 | Contract Administrator | $7,708 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,778 | $51,769-61.8% | $57,343-65.5% | $52,331-62.2% |
| Participation rate | 51.4% | 75.2%-23.8pp | 75.1%-23.7pp | 68.1%-16.7pp |
| Annual return | 0.25% | 2.43%-2.2pp | 24.39%-24.1pp | 4.54%-4.3pp |
| Employer contribution / active EE | $1,002 | $2,335-57.1% | $2,689-62.7% | $1,882-46.8% |
| Participant deferral / active EE | $1,698 | $2,794-39.2% | $3,162-46.3% | $3,022-43.8% |
| Admin fee / account holder | $146 | $295-50.4% | $3,356-95.6% | $592-75.3% |