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 35-0472300 | Contract Administrator | $103,954 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,207 | $50,815-11.0% | $155,509-70.9% | $77,643-41.8% |
| Participation rate | 73.6% | 63.1%+10.5pp | 78.2%-4.6pp | 70.6%+3.0pp |
| Annual return | 13.16% | 34.80%-21.6pp | 64.67%-51.5pp | 31.24%-18.1pp |
| Employer contribution / active EE | $1,168 | $1,993-41.4% | $4,672-75.0% | $2,726-57.1% |
| Participant deferral / active EE | $3,306 | $2,822+17.2% | $5,626-41.2% | $4,647-28.9% |
| Admin fee / account holder | $145 | $437-66.8% | $15,912-99.1% | $430-66.3% |