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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,690 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $13,985 | $46,173-69.7% | $170,442-91.8% | $69,631-79.9% |
| Participation rate | 25.8% | 63.9%-38.1pp | 83.6%-57.8pp | 70.7%-44.9pp |
| Annual return | 13.75% | 21.62%-7.9pp | 205.93%-192.2pp | 27571.02%-27557.3pp |
| Employer contribution / active EE | $242 | $1,610-85.0% | $5,433-95.6% | $2,032-88.1% |
| Participant deferral / active EE | $494 | $2,080-76.3% | $4,939-90.0% | $3,224-84.7% |
| Admin fee / account holder | $22 | $116-80.7% | $13,880-99.8% | $110-79.7% |