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 Filed as: LINCOLN NATIONAL LIFE INSURANCE CO Service code 13 · EIN 35-1140070 | Contract Administrator | $21,537 |
Service code 15 · EIN 01-0278678 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,120 | $53,901+44.9% | $134,143-41.8% | $73,488+6.3% |
| Participation rate | 24.1% | 62.8%-38.7pp | 72.2%-48.1pp | 70.7%-46.6pp |
| Annual return | 16.48% | 15.82%+0.7pp | 36.33%-19.9pp | 28.51%-12.0pp |
| Employer contribution / active EE | $1,215 | $1,458-16.7% | $3,704-67.2% | $2,270-46.5% |
| Participant deferral / active EE | $2,042 | $2,739-25.5% | $3,499-41.6% | $3,740-45.4% |
| Admin fee / account holder | $219 | $581-62.3% | $6,684-96.7% | $513-57.4% |