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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $49,876 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,950 | $50,637-13.2% | $86,590-49.2% | $62,292-29.4% |
| Participation rate | 61.9% | 67.9%-6.0pp | 73.5%-11.6pp | 69.5%-7.6pp |
| Annual return | 11.27% | 20.80%-9.5pp | 964.84%-953.6pp | 28.90%-17.6pp |
| Employer contribution / active EE | $112 | $2,075-94.6% | $2,839-96.1% | $2,042-94.5% |
| Participant deferral / active EE | $2,020 | $2,611-22.6% | $3,609-44.0% | $3,169-36.3% |
| Admin fee / account holder | $462 | $413+11.7% | $4,906-90.6% | $479-3.7% |