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 | $422 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,437 | $52,293-49.4% | $178,490-85.2% | $73,409-64.0% |
| Participation rate | 50.9% | 65.3%-14.4pp | 81.9%-31.0pp | 72.2%-21.3pp |
| Annual return | 9.35% | 34.75%-25.4pp | 151.07%-141.7pp | 59.29%-49.9pp |
| Employer contribution / active EE | $623 | $1,735-64.1% | $5,011-87.6% | $2,234-72.1% |
| Participant deferral / active EE | $1,506 | $2,332-35.4% | $5,202-71.0% | $3,805-60.4% |
| Admin fee / account holder | $0 | $127-99.8% | $13,984-100.0% | $158-99.8% |