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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $32,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,781 | $47,126+103.2% | $149,673-36.0% | $74,419+28.7% |
| Participation rate | 60.0% | 63.4%-3.4pp | 78.8%-18.8pp | 70.7%-10.7pp |
| Annual return | 12.17% | 22.75%-10.6pp | 134.42%-122.2pp | 34.38%-22.2pp |
| Employer contribution / active EE | $1,997 | $1,905+4.8% | $4,818-58.5% | $2,637-24.3% |
| Participant deferral / active EE | $4,187 | $2,728+53.5% | $5,680-26.3% | $4,528-7.5% |
| Admin fee / account holder | $66 | $343-80.9% | $13,210-99.5% | $348-81.1% |