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 CORPORATION4 years Service code 13 · EIN 35-0472300 | Contract Administrator | $101,206 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,034 | $52,293-42.6% | $178,490-83.2% | $73,409-59.1% |
| Participation rate | 78.4% | 65.3%+13.1pp | 81.9%-3.5pp | 72.2%+6.2pp |
| Annual return | 16.04% | 34.75%-18.7pp | 151.07%-135.0pp | 59.29%-43.3pp |
| Employer contribution / active EE | $749 | $1,735-56.8% | $5,011-85.0% | $2,234-66.5% |
| Participant deferral / active EE | $2,966 | $2,332+27.2% | $5,202-43.0% | $3,805-22.1% |
| Admin fee / account holder | $132 | $127+3.3% | $13,984-99.1% | $158-16.6% |