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 | $45,312 |
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 | $73,734 | $55,415+33.1% | $155,509-52.6% | $74,495-1.0% |
| Participation rate | 59.2% | 61.9%-2.7pp | 78.2%-19.0pp | 67.2%-8.0pp |
| Annual return | 12.36% | 268.50%-256.1pp | 64.67%-52.3pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $1,432 | $2,267-36.8% | $4,672-69.3% | $2,623-45.4% |
| Participant deferral / active EE | $2,302 | $2,836-18.8% | $5,626-59.1% | $4,346-47.0% |
| Admin fee / account holder | $401 | $1,738-76.9% | $15,912-97.5% | $1,942-79.3% |