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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,324 |
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 | $23,170 | $46,292-49.9% | $143,757-83.9% | $64,808-64.2% |
| Participation rate | 37.6% | 64.2%-26.6pp | 80.3%-42.7pp | 71.5%-33.9pp |
| Annual return | -9.88% | -10.05%+0.2pp | -0.04%-9.8pp | 32.82%-42.7pp |
| Employer contribution / active EE | $465 | $1,910-75.7% | $4,951-90.6% | $2,506-81.5% |
| Participant deferral / active EE | $1,250 | $2,646-52.7% | $5,637-77.8% | $4,310-71.0% |
| Admin fee / account holder | $4 | $154-97.3% | $14,673-100.0% | $188-97.8% |