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 CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $10,035 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $68,237 | $37,117+83.8% | $147,614-53.8% | $55,191+23.6% |
| Participation rate | 69.8% | 63.6%+6.2pp | 84.6%-14.8pp | 69.2%+0.6pp |
| Annual return | 1.26% | 3.44%-2.2pp | 61.98%-60.7pp | 10.78%-9.5pp |
| Employer contribution / active EE | $1,887 | $1,620+16.4% | $5,564-66.1% | $1,899-0.6% |
| Participant deferral / active EE | $3,364 | $1,985+69.4% | $4,895-31.3% | $3,046+10.4% |
| Admin fee / account holder | $24 | $86-71.9% | $11,611-99.8% | $91-73.5% |