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 CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $95 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,759 | $44,873-22.5% | $79,464-56.3% | $56,287-38.2% |
| Participation rate | 0.7% | 68.7%-68.0pp | 73.3%-72.6pp | 69.9%-69.2pp |
| Annual return | -1.96% | 0.81%-2.8pp | 718.14%-720.1pp | -9.96%+8.0pp |
| Employer contribution / active EE | $0 | $2,140-100.0% | $2,800-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $504 | $2,746-81.7% | $3,704-86.4% | $3,350-85.0% |
| Admin fee / account holder | $8 | $418-98.0% | $5,113-99.8% | $521-98.4% |