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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $61,098 |
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 | $44,018 | $47,722-7.8% | $82,719-46.8% | $64,808-32.1% |
| Participation rate | 59.8% | 67.6%-7.9pp | 72.6%-12.8pp | 71.5%-11.7pp |
| Annual return | -10.63% | -13.05%+2.4pp | 701.18%-711.8pp | 32.82%-43.4pp |
| Employer contribution / active EE | $1,379 | $2,179-36.7% | $3,009-54.2% | $2,506-45.0% |
| Participant deferral / active EE | $2,027 | $3,329-39.1% | $4,395-53.9% | $4,310-53.0% |
| Admin fee / account holder | $159 | $143+11.3% | $5,329-97.0% | $188-15.3% |