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 Filed as: LINCOLN TRUST COMPANY Service code 15 · EIN 80-0510033 717 17TH STREET, SUITE 2100 · DENVER, CO 80202 | Recordkeeping | $12,753 |
Service code 26 · EIN 59-3350310 900 N 12TH AVE · PENSACOLA, FL 325013305 | Advisory (Participants) | $12,715 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $49,309 | $37,044+33.1% | $71,796-31.3% | $57,658-14.5% |
| Participation rate | 35.5% | 61.1%-25.7pp | 69.1%-33.7pp | 70.2%-34.8pp |
| Annual return | 7.29% | 12.64%-5.4pp | 78.04%-70.7pp | 5.13%+2.2pp |
| Employer contribution / active EE | $0 | $720-100.0% | $1,924-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,545 | $1,974-21.8% | $2,794-44.7% | $3,061-49.5% |
| Admin fee / account holder | $363 | $101+259.6% | $4,815-92.5% | $95+284.0% |