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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $16,712 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,138 | $50,815+32.1% | $155,509-56.8% | $77,643-13.5% |
| Participation rate | 52.0% | 63.1%-11.1pp | 78.2%-26.2pp | 70.6%-18.6pp |
| Annual return | 10.28% | 34.80%-24.5pp | 64.67%-54.4pp | 31.24%-21.0pp |
| Employer contribution / active EE | $1,291 | $1,993-35.2% | $4,672-72.4% | $2,726-52.7% |
| Participant deferral / active EE | $2,396 | $2,822-15.1% | $5,626-57.4% | $4,647-48.4% |
| Admin fee / account holder | $64 | $437-85.3% | $15,912-99.6% | $430-85.1% |