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 CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $30,143 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,894 | $60,323-53.8% | $81,812-65.9% | $74,495-62.6% |
| Participation rate | 61.7% | 62.9%-1.2pp | 72.3%-10.7pp | 67.2%-5.5pp |
| Annual return | 12.18% | 16.90%-4.7pp | 773.79%-761.6pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $515 | $2,620-80.3% | $2,912-82.3% | $2,623-80.4% |
| Participant deferral / active EE | $2,954 | $3,387-12.8% | $4,319-31.6% | $4,346-32.0% |
| Admin fee / account holder | $270 | $1,486-81.8% | $7,386-96.3% | $1,942-86.1% |