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 CORPORATION10+ years Filed as: LINCOLN NATIONAL LIFE INSURANCE CO Service code 13 · EIN 35-1140070 | Contract Administrator | $36,309 |
Service code 15 · EIN 01-0278678 | Recordkeeping | $0 |
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 | $65,352 | $52,406+24.7% | $129,207-49.4% | $74,495-12.3% |
| Participation rate | 67.5% | 53.8%+13.7pp | 69.6%-2.1pp | 67.2%+0.3pp |
| Annual return | 14.15% | 15.66%-1.5pp | 9417.33%-9403.2pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $1,616 | $1,531+5.6% | $4,153-61.1% | $2,623-38.4% |
| Participant deferral / active EE | $3,025 | $2,794+8.2% | $4,168-27.4% | $4,346-30.4% |
| Admin fee / account holder | $217 | $2,633-91.8% | $7,715-97.2% | $1,942-88.8% |