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 CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $35,304 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,794 | $65,061-18.9% | $143,757-63.3% | $66,914-21.1% |
| Participation rate | 63.0% | 65.2%-2.2pp | 80.3%-17.3pp | 69.8%-6.8pp |
| Annual return | -16.17% | -11.14%-5.0pp | -0.04%-16.1pp | 1.58%-17.8pp |
| Employer contribution / active EE | $1,459 | $2,361-38.2% | $4,951-70.5% | $2,544-42.6% |
| Participant deferral / active EE | $2,304 | $2,919-21.1% | $5,637-59.1% | $4,237-45.6% |
| Admin fee / account holder | $324 | $502-35.5% | $14,673-97.8% | $593-45.4% |