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 CORPORATION2 years Service code 13 · EIN 35-0472300 | Contract Administrator | $90,665 |
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 | $19,639 | $37,196-47.2% | $154,107-87.3% | $55,725-64.8% |
| Participation rate | 82.8% | 64.1%+18.7pp | 83.0%-0.2pp | 70.9%+12.0pp |
| Annual return | -5.84% | 1319.68%-1325.5pp | 735.12%-741.0pp | 244.93%-250.8pp |
| Employer contribution / active EE | $1,359 | $1,614-15.8% | $5,298-74.4% | $2,078-34.6% |
| Participant deferral / active EE | $2,418 | $2,068+16.9% | $5,081-52.4% | $3,356-27.9% |
| Admin fee / account holder | $121 | $102+18.7% | $13,411-99.1% | $115+4.7% |