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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $63,262 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,898 | $35,986+16.4% | $77,482-45.9% | $73,488-43.0% |
| Participation rate | 55.6% | 40.8%+14.7pp | 54.2%+1.4pp | 70.7%-15.1pp |
| Annual return | 8.94% | 19.26%-10.3pp | 54.79%-45.8pp | 28.51%-19.6pp |
| Employer contribution / active EE | $1,774 | $557+218.2% | $986+79.8% | $2,270-21.9% |
| Participant deferral / active EE | $3,191 | $1,198+166.4% | $1,861+71.5% | $3,740-14.7% |
| Admin fee / account holder | $282 | $466-39.4% | $2,858-90.1% | $513-45.0% |