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 | $35,808 |
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 | $64,554 | $61,272+5.4% | $149,673-56.9% | $71,457-9.7% |
| Participation rate | 62.7% | 62.5%+0.2pp | 78.8%-16.0pp | 67.9%-5.2pp |
| Annual return | 21.63% | 35.85%-14.2pp | 134.42%-112.8pp | 28.85%-7.2pp |
| Employer contribution / active EE | $1,601 | $2,378-32.7% | $4,818-66.8% | $2,588-38.1% |
| Participant deferral / active EE | $2,514 | $2,917-13.8% | $5,680-55.7% | $4,289-41.4% |
| Admin fee / account holder | $317 | $1,261-74.9% | $13,210-97.6% | $1,587-80.0% |