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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $18,335 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,437 | $48,265+4.5% | $68,791-26.7% | $68,494-26.4% |
| Participation rate | 74.3% | 60.7%+13.6pp | 69.0%+5.3pp | 67.9%+6.4pp |
| Annual return | -15.34% | -12.71%-2.6pp | -6.38%-9.0pp | -7.84%-7.5pp |
| Employer contribution / active EE | $724 | $1,829-60.4% | $2,655-72.7% | $2,596-72.1% |
| Participant deferral / active EE | $4,144 | $2,867+44.6% | $3,941+5.1% | $4,027+2.9% |
| Admin fee / account holder | $184 | $4,355-95.8% | $4,932-96.3% | $5,403-96.6% |