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 CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $481 |
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 | $18,772 | $37,117-49.4% | $147,614-87.3% | $55,191-66.0% |
| Participation rate | 50.4% | 63.6%-13.2pp | 84.6%-34.2pp | 69.2%-18.8pp |
| Annual return | 0.15% | 3.44%-3.3pp | 61.98%-61.8pp | 10.78%-10.6pp |
| Employer contribution / active EE | $438 | $1,620-73.0% | $5,564-92.1% | $1,899-76.9% |
| Participant deferral / active EE | $1,033 | $1,985-48.0% | $4,895-78.9% | $3,046-66.1% |
| Admin fee / account holder | $1 | $86-99.4% | $11,611-100.0% | $91-99.4% |