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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $35,612 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,359 | $65,322+39.9% | $70,449+29.7% | $73,488+24.3% |
| Participation rate | 61.8% | 77.0%-15.1pp | 75.1%-13.2pp | 70.7%-8.9pp |
| Annual return | 16.25% | 15.71%+0.5pp | 109.03%-92.8pp | 28.51%-12.3pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,737-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6,259 | $3,375+85.5% | $3,709+68.8% | $3,740+67.4% |
| Admin fee / account holder | $201 | $214-6.0% | $3,845-94.8% | $513-60.8% |