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 | $27,516 |
TIAA2 years Service code 13 · EIN 13-1624203 | Contract Administrator | $1,051 |
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 | $82,110 | $92,091-10.8% | $62,995+30.3% | $77,958+5.3% |
| Participation rate | 59.4% | 74.5%-15.0pp | 74.8%-15.4pp | 71.6%-12.2pp |
| Annual return | 14.94% | 16.23%-1.3pp | 87.57%-72.6pp | 20.87%-5.9pp |
| Employer contribution / active EE | $633 | $3,424-81.5% | $2,759-77.1% | $2,310-72.6% |
| Participant deferral / active EE | $2,871 | $3,361-14.6% | $3,329-13.8% | $3,537-18.8% |
| Admin fee / account holder | $21 | $48-55.9% | $3,600-99.4% | $97-78.3% |