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 | $41,510 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $72,946 | $58,726+24.2% | $92,233-20.9% | $62,292+17.1% |
| Participation rate | 50.0% | 68.3%-18.3pp | 76.5%-26.5pp | 69.5%-19.5pp |
| Annual return | 15.08% | 43.62%-28.5pp | 176.28%-161.2pp | 28.90%-13.8pp |
| Employer contribution / active EE | $794 | $2,392-66.8% | $3,679-78.4% | $2,042-61.1% |
| Participant deferral / active EE | $3,176 | $2,766+14.8% | $3,897-18.5% | $3,169+0.2% |
| Admin fee / account holder | $572 | $556+2.8% | $5,194-89.0% | $479+19.3% |