Filed October 31, 2017
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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $41,830 |
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 | $47,100 | $61,272-23.1% | $149,673-68.5% | $71,457-34.1% |
| Participation rate | 69.1% | 62.5%+6.6pp | 78.8%-9.7pp | 67.9%+1.2pp |
| Annual return | 19.43% | 35.85%-16.4pp | 134.42%-115.0pp | 28.85%-9.4pp |
| Employer contribution / active EE | $602 | $2,378-74.7% | $4,818-87.5% | $2,588-76.7% |
| Participant deferral / active EE | $4,307 | $2,917+47.6% | $5,680-24.2% | $4,289+0.4% |
| Admin fee / account holder | $180 | $1,261-85.7% | $13,210-98.6% | $1,587-88.6% |