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 CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $47,279 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,255 | $43,423-5.0% | $78,689-47.6% | $55,167-25.2% |
| Participation rate | 58.8% | 68.0%-9.3pp | 73.6%-14.8pp | 69.0%-10.2pp |
| Annual return | 4.03% | 11.53%-7.5pp | 62.18%-58.1pp | 169.23%-165.2pp |
| Employer contribution / active EE | $178 | $1,997-91.1% | $2,851-93.8% | $1,963-90.9% |
| Participant deferral / active EE | $1,952 | $2,509-22.2% | $3,517-44.5% | $3,054-36.1% |
| Admin fee / account holder | $434 | $416+4.2% | $4,510-90.4% | $504-13.9% |