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 5-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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,877 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,997 | $62,928-69.8% | $172,739-89.0% | $67,579-71.9% |
| Participation rate | 55.9% | 64.5%-8.6pp | 82.6%-26.7pp | 71.3%-15.4pp |
| Annual return | 10.87% | 30.36%-19.5pp | 802.84%-792.0pp | 378.56%-367.7pp |
| Employer contribution / active EE | $2 | $1,636-99.9% | $5,143-100.0% | $2,148-99.9% |
| Participant deferral / active EE | $1,234 | $2,145-42.5% | $5,198-76.3% | $3,539-65.1% |
| Admin fee / account holder | $2 | $167-99.0% | $13,954-100.0% | $142-98.8% |