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 CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $42,363 |
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 | $111,277 | $56,485+97.0% | $185,823-40.1% | $86,799+28.2% |
| Participation rate | 59.8% | 65.5%-5.7pp | 81.7%-21.9pp | 72.3%-12.5pp |
| Annual return | 12.45% | 118.04%-105.6pp | 122.05%-109.6pp | 97.91%-85.5pp |
| Employer contribution / active EE | $2,037 | $1,843+10.5% | $5,167-60.6% | $2,405-15.3% |
| Participant deferral / active EE | $3,912 | $2,553+53.2% | $5,568-29.7% | $4,131-5.3% |
| Admin fee / account holder | $93 | $150-37.8% | $16,237-99.4% | $170-45.1% |