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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,283 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,399 | $55,002+15.3% | $59,878+5.9% | $56,287+12.6% |
| Participation rate | 56.2% | 75.9%-19.7pp | 74.7%-18.5pp | 69.9%-13.7pp |
| Annual return | -0.45% | 1.13%-1.6pp | 3.46%-3.9pp | -9.96%+9.5pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,722-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $5,202 | $3,121+66.7% | $3,402+52.9% | $3,350+55.3% |
| Admin fee / account holder | $22 | $236-90.5% | $3,590-99.4% | $521-95.7% |