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 | $30,871 |
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 | $98,496 | $52,293+88.4% | $178,490-44.8% | $73,409+34.2% |
| Participation rate | 64.9% | 65.3%-0.5pp | 81.9%-17.0pp | 72.2%-7.3pp |
| Annual return | 12.80% | 34.75%-21.9pp | 151.07%-138.3pp | 59.29%-46.5pp |
| Employer contribution / active EE | $1,997 | $1,735+15.1% | $5,011-60.1% | $2,234-10.6% |
| Participant deferral / active EE | $3,836 | $2,332+64.5% | $5,202-26.2% | $3,805+0.8% |
| Admin fee / account holder | $68 | $127-46.9% | $13,984-99.5% | $158-57.2% |