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 35-0472300 PO BOX 7877 · FORT WAYNE, IA 46802 | Contract Administrator | $61,890 |
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 | $25,174 | $41,467-39.3% | $67,313-62.6% | $55,725-54.8% |
| Participation rate | 36.6% | 62.5%-25.9pp | 69.1%-32.5pp | 70.9%-34.3pp |
| Annual return | -4.92% | 0.82%-5.7pp | -4.08%-0.8pp | 244.93%-249.9pp |
| Employer contribution / active EE | $495 | $1,316-62.4% | $2,566-80.7% | $2,078-76.2% |
| Participant deferral / active EE | $2,259 | $2,399-5.8% | $3,568-36.7% | $3,356-32.7% |
| Admin fee / account holder | $193 | $102+89.5% | $4,507-95.7% | $115+67.9% |