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 CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $6,823 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,801 | $39,859-27.7% | $78,689-63.4% | $57,658-50.0% |
| Participation rate | 57.3% | 66.1%-8.8pp | 73.6%-16.2pp | 70.2%-12.9pp |
| Annual return | 5.72% | 18.96%-13.2pp | 62.18%-56.5pp | 5.13%+0.6pp |
| Employer contribution / active EE | $909 | $1,786-49.1% | $2,851-68.1% | $1,974-54.0% |
| Participant deferral / active EE | $1,314 | $2,248-41.6% | $3,517-62.6% | $3,061-57.1% |
| Admin fee / account holder | $15 | $76-80.5% | $4,510-99.7% | $95-84.3% |