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 Service code 13 · EIN 35-1140070 | Contract Administrator | $6,439 |
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 | $45,921 | $46,732-1.7% | $156,549-70.7% | $55,167-16.8% |
| Participation rate | 62.3% | 65.8%-3.5pp | 84.0%-21.7pp | 69.0%-6.7pp |
| Annual return | 5.75% | 17.72%-12.0pp | 32.23%-26.5pp | 169.23%-163.5pp |
| Employer contribution / active EE | $978 | $2,105-53.5% | $5,501-82.2% | $1,963-50.1% |
| Participant deferral / active EE | $2,374 | $2,204+7.7% | $4,871-51.3% | $3,054-22.3% |
| Admin fee / account holder | $39 | $418-90.8% | $13,027-99.7% | $504-92.3% |