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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $40,515 |
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 | $74,207 | $62,928+17.9% | $172,739-57.0% | $67,579+9.8% |
| Participation rate | 66.9% | 64.5%+2.4pp | 82.6%-15.8pp | 71.3%-4.4pp |
| Annual return | 22.40% | 30.36%-8.0pp | 802.84%-780.4pp | 378.56%-356.2pp |
| Employer contribution / active EE | $2,988 | $1,636+82.6% | $5,143-41.9% | $2,148+39.1% |
| Participant deferral / active EE | $6,149 | $2,145+186.7% | $5,198+18.3% | $3,539+73.7% |
| Admin fee / account holder | $120 | $167-28.1% | $13,954-99.1% | $142-15.8% |