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 9-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 Filed as: LINCOLN RETIREMENT SERVICES Service code 13 · EIN 35-0472300 | Contract Administrator | $49,826 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $3,075 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,678 | $71,964-93.5% | $167,512-97.2% | $85,563-94.5% |
| Participation rate | 56.3% | 61.0%-4.7pp | 77.1%-20.8pp | 66.0%-9.7pp |
| Annual return | 19.26% | 18.83%+0.4pp | 1615.79%-1596.5pp | 31.51%-12.3pp |
| Employer contribution / active EE | $802 | $1,875-57.2% | $3,882-79.3% | $2,654-69.8% |
| Participant deferral / active EE | $1,219 | $4,110-70.3% | $6,405-81.0% | $4,375-72.1% |
| Admin fee / account holder | $77 | $815-90.6% | $9,769-99.2% | $834-90.8% |