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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $574 |
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 | $25,966 | $47,126-44.9% | $149,673-82.7% | $74,419-65.1% |
| Participation rate | 32.4% | 63.4%-31.0pp | 78.8%-46.3pp | 70.7%-38.3pp |
| Annual return | 9.80% | 22.75%-12.9pp | 134.42%-124.6pp | 34.38%-24.6pp |
| Employer contribution / active EE | $584 | $1,905-69.4% | $4,818-87.9% | $2,637-77.9% |
| Participant deferral / active EE | $1,398 | $2,728-48.8% | $5,680-75.4% | $4,528-69.1% |
| Admin fee / account holder | $1 | $343-99.8% | $13,210-100.0% | $348-99.8% |