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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,134 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $32,590 | $46,292-29.6% | $143,757-77.3% | $64,808-49.7% |
| Participation rate | 29.5% | 64.2%-34.7pp | 80.3%-50.8pp | 71.5%-42.0pp |
| Annual return | -12.29% | -10.05%-2.2pp | -0.04%-12.3pp | 32.82%-45.1pp |
| Employer contribution / active EE | $297 | $1,910-84.5% | $4,951-94.0% | $2,506-88.2% |
| Participant deferral / active EE | $1,062 | $2,646-59.8% | $5,637-81.2% | $4,310-75.4% |
| Admin fee / account holder | $4 | $154-97.3% | $14,673-100.0% | $188-97.8% |