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 CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $58,563 |
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 | $47,325 | $58,290-18.8% | $98,442-51.9% | $86,799-45.5% |
| Participation rate | 59.6% | 68.3%-8.7pp | 73.3%-13.7pp | 72.3%-12.7pp |
| Annual return | 10.65% | 43.48%-32.8pp | 1492.73%-1482.1pp | 97.91%-87.3pp |
| Employer contribution / active EE | $1,197 | $2,008-40.4% | $2,960-59.6% | $2,405-50.2% |
| Participant deferral / active EE | $1,745 | $3,152-44.6% | $4,276-59.2% | $4,131-57.8% |
| Admin fee / account holder | $143 | $138+3.5% | $5,949-97.6% | $170-15.9% |