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 | $20,360 |
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.
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 | $50,149 | $64,909-22.7% | $82,313-39.1% | $62,292-19.5% |
| Participation rate | 64.4% | 74.9%-10.5pp | 76.9%-12.5pp | 69.5%-5.2pp |
| Annual return | 13.29% | 21.18%-7.9pp | 25.88%-12.6pp | 28.90%-15.6pp |
| Employer contribution / active EE | $2,380 | $1,676+42.0% | $2,428-2.0% | $2,042+16.5% |
| Participant deferral / active EE | $3,188 | $3,103+2.7% | $3,706-14.0% | $3,169+0.6% |
| Admin fee / account holder | $249 | $440-43.5% | $5,608-95.6% | $479-48.1% |