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 CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $21,530 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,570 | $62,573-33.6% | $85,682-51.5% | $85,850-51.6% |
| Participation rate | 80.8% | 61.1%+19.7pp | 69.9%+11.0pp | 69.3%+11.5pp |
| Annual return | 14.38% | 23.77%-9.4pp | 21.49%-7.1pp | 318.53%-304.1pp |
| Employer contribution / active EE | $577 | $1,757-67.1% | $2,618-78.0% | $2,565-77.5% |
| Participant deferral / active EE | $3,933 | $2,802+40.4% | $3,923+0.3% | $3,952-0.5% |
| Admin fee / account holder | $153 | $4,640-96.7% | $6,873-97.8% | $6,260-97.5% |