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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,825 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $0 |
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 | $183,557 | $58,879+211.8% | $178,490+2.8% | $73,488+149.8% |
| Participation rate | 85.8% | 66.2%+19.6pp | 81.9%+3.9pp | 70.7%+15.1pp |
| Annual return | 9.10% | 24.86%-15.8pp | 151.07%-142.0pp | 28.51%-19.4pp |
| Employer contribution / active EE | $1,165 | $2,236-47.9% | $5,011-76.8% | $2,270-48.7% |
| Participant deferral / active EE | $3,613 | $2,567+40.7% | $5,202-30.5% | $3,740-3.4% |
| Admin fee / account holder | $7 | $400-98.4% | $13,984-100.0% | $513-98.7% |