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 | $20,501 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,923 | $59,839-38.3% | $81,983-55.0% | $79,858-53.8% |
| Participation rate | 82.6% | 61.6%+21.0pp | 69.2%+13.4pp | 69.6%+13.0pp |
| Annual return | 11.60% | 17.56%-6.0pp | 41.31%-29.7pp | 31.71%-20.1pp |
| Employer contribution / active EE | $366 | $1,713-78.6% | $2,498-85.3% | $2,471-85.2% |
| Participant deferral / active EE | $4,098 | $2,695+52.1% | $3,722+10.1% | $3,740+9.6% |
| Admin fee / account holder | $140 | $4,287-96.7% | $5,664-97.5% | $5,306-97.4% |