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 CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $326 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $12,597 | $77,634-83.8% | $156,549-92.0% | $62,891-80.0% |
| Participation rate | 53.1% | 71.2%-18.1pp | 84.0%-30.9pp | 69.3%-16.2pp |
| Annual return | 6.38% | 50.32%-43.9pp | 32.23%-25.8pp | 20.14%-13.8pp |
| Employer contribution / active EE | $572 | $3,444-83.4% | $5,501-89.6% | $2,281-74.9% |
| Participant deferral / active EE | $846 | $3,045-72.2% | $4,871-82.6% | $3,203-73.6% |
| Admin fee / account holder | $1 | $5,561-100.0% | $13,027-100.0% | $4,296-100.0% |