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 | $757 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,049 | $41,854-68.8% | $73,843-82.3% | $52,331-75.1% |
| Participation rate | 69.2% | 66.2%+3.0pp | 73.4%-4.2pp | 68.1%+1.1pp |
| Annual return | 0.27% | 2.11%-1.8pp | 2267.84%-2267.6pp | 4.54%-4.3pp |
| Employer contribution / active EE | $1,005 | $1,920-47.7% | $2,787-63.9% | $1,882-46.6% |
| Participant deferral / active EE | $1,432 | $2,498-42.7% | $3,583-60.0% | $3,022-52.6% |
| Admin fee / account holder | $4 | $493-99.3% | $4,880-99.9% | $592-99.4% |