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 35-1140070 | Contract Administrator | $1,231 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,425 | $52,953-12.3% | $172,739-73.1% | $65,185-28.8% |
| Participation rate | 92.8% | 66.2%+26.6pp | 82.6%+10.1pp | 70.2%+22.6pp |
| Annual return | 6.66% | 30.12%-23.5pp | 802.84%-796.2pp | 29.38%-22.7pp |
| Employer contribution / active EE | $1,718 | $2,190-21.5% | $5,143-66.6% | $2,177-21.1% |
| Participant deferral / active EE | $2,836 | $2,471+14.8% | $5,198-45.4% | $3,514-19.3% |
| Admin fee / account holder | $10 | $472-97.9% | $13,954-99.9% | $847-98.8% |