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 CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,310 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $14,896 | $46,360-67.9% | $147,614-89.9% | $52,331-71.5% |
| Participation rate | 39.1% | 64.9%-25.8pp | 84.6%-45.5pp | 68.1%-29.0pp |
| Annual return | 2.07% | 1.62%+0.4pp | 61.98%-59.9pp | 4.54%-2.5pp |
| Employer contribution / active EE | $336 | $2,126-84.2% | $5,564-94.0% | $1,882-82.1% |
| Participant deferral / active EE | $584 | $2,258-74.2% | $4,895-88.1% | $3,022-80.7% |
| Admin fee / account holder | $26 | $766-96.7% | $11,611-99.8% | $592-95.7% |