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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $60,320 |
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 | $50,346 | $52,208-3.6% | $86,612-41.9% | $74,419-32.3% |
| Participation rate | 55.0% | 66.3%-11.3pp | 71.7%-16.7pp | 70.7%-15.7pp |
| Annual return | 10.92% | 44.46%-33.5pp | 591.07%-580.1pp | 34.38%-23.5pp |
| Employer contribution / active EE | $1,267 | $2,282-44.5% | $3,022-58.1% | $2,637-52.0% |
| Participant deferral / active EE | $1,817 | $3,383-46.3% | $4,438-59.0% | $4,528-59.9% |
| Admin fee / account holder | $160 | $319-49.8% | $5,614-97.2% | $348-54.0% |