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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $29,323 |
TIAA3 years Service code 13 · EIN 13-1624203 | Contract Administrator | $259 |
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 | $72,512 | $87,173-16.8% | $59,878+21.1% | $75,289-3.7% |
| Participation rate | 33.6% | 74.5%-40.8pp | 74.7%-41.1pp | 72.4%-38.8pp |
| Annual return | -2.92% | -2.14%-0.8pp | 3.46%-6.4pp | -0.04%-2.9pp |
| Employer contribution / active EE | $523 | $3,473-84.9% | $2,722-80.8% | $2,405-78.2% |
| Participant deferral / active EE | $1,576 | $3,379-53.4% | $3,402-53.7% | $3,739-57.9% |
| Admin fee / account holder | $22 | $75-70.0% | $3,590-99.4% | $102-78.1% |