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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $23,240 |
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 | $50,285 | $59,186-15.0% | $76,768-34.5% | $56,287-10.7% |
| Participation rate | 59.4% | 75.2%-15.8pp | 77.0%-17.5pp | 69.9%-10.4pp |
| Annual return | -6.26% | 6.62%-12.9pp | 2.43%-8.7pp | -9.96%+3.7pp |
| Employer contribution / active EE | $2,309 | $1,759+31.3% | $2,485-7.1% | $2,111+9.4% |
| Participant deferral / active EE | $3,441 | $3,255+5.7% | $3,852-10.7% | $3,350+2.7% |
| Admin fee / account holder | $270 | $489-44.7% | $6,675-95.9% | $521-48.1% |