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 CORPORATION1+ years Service code 13 · EIN 35-1140070 1300 S CLINTON ST STE 150 · FORT WAYNE, IN 46802 | Contract Administrator | $7,405 |
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 | $51,117 | $41,854+22.1% | $73,843-30.8% | $52,331-2.3% |
| Participation rate | 58.8% | 66.2%-7.4pp | 73.4%-14.6pp | 68.1%-9.3pp |
| Annual return | 3.93% | 2.11%+1.8pp | 2267.84%-2263.9pp | 4.54%-0.6pp |
| Employer contribution / active EE | $1,287 | $1,920-33.0% | $2,787-53.8% | $1,882-31.6% |
| Participant deferral / active EE | $2,874 | $2,498+15.0% | $3,583-19.8% | $3,022-4.9% |
| Admin fee / account holder | $146 | $493-70.4% | $4,880-97.0% | $592-75.3% |