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 | Contract Administrator | $194 |
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 | $62,326 | $57,976+7.5% | $62,995-1.1% | $62,292+0.1% |
| Participation rate | 52.7% | 75.9%-23.3pp | 74.8%-22.1pp | 69.5%-16.8pp |
| Annual return | 17.62% | 17.54%+0.1pp | 87.57%-69.9pp | 28.90%-11.3pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,759-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,496 | $2,956+52.1% | $3,329+35.0% | $3,169+41.9% |
| Admin fee / account holder | $1 | $276-99.5% | $3,600-100.0% | $479-99.7% |