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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,888 |
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 | $40,666 | $47,977-15.2% | $154,107-73.6% | $56,287-27.8% |
| Participation rate | 85.1% | 66.2%+19.0pp | 83.0%+2.1pp | 69.9%+15.3pp |
| Annual return | 6.98% | 3.54%+3.4pp | 735.12%-728.1pp | -9.96%+16.9pp |
| Employer contribution / active EE | $1,778 | $2,169-18.0% | $5,298-66.4% | $2,111-15.8% |
| Participant deferral / active EE | $2,725 | $2,392+13.9% | $5,081-46.4% | $3,350-18.6% |
| Admin fee / account holder | $15 | $438-96.6% | $13,411-99.9% | $521-97.1% |