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 CORPORATION3+ years Service code 13 · EIN 35-1140070 1300 S CLINTON ST STE 150 · FORT WAYNE, IN 46802 | Contract Administrator | $400 |
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 | $50,111 | $50,637-1.0% | $86,590-42.1% | $62,292-19.6% |
| Participation rate | 62.2% | 67.9%-5.7pp | 73.5%-11.3pp | 69.5%-7.3pp |
| Annual return | 17.37% | 20.80%-3.4pp | 964.84%-947.5pp | 28.90%-11.5pp |
| Employer contribution / active EE | $1,813 | $2,075-12.7% | $2,839-36.2% | $2,042-11.2% |
| Participant deferral / active EE | $3,479 | $2,611+33.2% | $3,609-3.6% | $3,169+9.8% |
| Admin fee / account holder | $117 | $413-71.8% | $4,906-97.6% | $479-75.7% |