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 | $77,456 |
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 | $24,174 | $23,224+4.1% | $71,086-66.0% | $55,725-56.6% |
| Participation rate | 43.8% | 37.9%+5.9pp | 54.7%-10.8pp | 70.9%-27.0pp |
| Annual return | -7.57% | -2.87%-4.7pp | 650.59%-658.2pp | 244.93%-252.5pp |
| Employer contribution / active EE | $842 | $436+93.0% | $1,088-22.6% | $2,078-59.5% |
| Participant deferral / active EE | $1,413 | $929+52.1% | $1,874-24.6% | $3,356-57.9% |
| Admin fee / account holder | $250 | $118+111.9% | $3,082-91.9% | $115+116.9% |