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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $25,718 |
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 | $85,962 | $62,928+36.6% | $172,739-50.2% | $67,579+27.2% |
| Participation rate | 69.6% | 64.5%+5.1pp | 82.6%-13.1pp | 71.3%-1.7pp |
| Annual return | 16.35% | 30.36%-14.0pp | 802.84%-786.5pp | 378.56%-362.2pp |
| Employer contribution / active EE | $2,017 | $1,636+23.3% | $5,143-60.8% | $2,148-6.1% |
| Participant deferral / active EE | $3,858 | $2,145+79.9% | $5,198-25.8% | $3,539+9.0% |
| Admin fee / account holder | $58 | $167-65.5% | $13,954-99.6% | $142-59.6% |