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 · EIN 35-1140070 | Contract Administrator | $19,875 |
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 | $69,043 | $112,772-38.8% | $57,343+20.4% | $59,188+16.6% |
| Participation rate | 36.7% | 71.3%-34.6pp | 75.1%-38.4pp | 69.4%-32.7pp |
| Annual return | 1.73% | 0.85%+0.9pp | 24.39%-22.7pp | 5.51%-3.8pp |
| Employer contribution / active EE | $1,482 | $3,400-56.4% | $2,689-44.9% | $2,098-29.4% |
| Participant deferral / active EE | $2,669 | $3,010-11.3% | $3,162-15.6% | $3,265-18.2% |
| Admin fee / account holder | $16 | $144-89.0% | $3,356-99.5% | $92-82.8% |