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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $38,580 |
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 | $80,718 | $60,795+32.8% | $69,455+16.2% | $65,185+23.8% |
| Participation rate | 59.1% | 74.9%-15.8pp | 74.6%-15.5pp | 70.2%-11.1pp |
| Annual return | 30.40% | 17.46%+12.9pp | 28.97%+1.4pp | 29.38%+1.0pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,779-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $5,688 | $3,162+79.9% | $3,535+60.9% | $3,514+61.9% |
| Admin fee / account holder | $240 | $314-23.6% | $3,839-93.8% | $847-71.7% |