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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,250 |
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 | $46,686 | $58,879-20.7% | $178,490-73.8% | $73,488-36.5% |
| Participation rate | 82.0% | 66.2%+15.8pp | 81.9%+0.1pp | 70.7%+11.3pp |
| Annual return | 3.65% | 24.86%-21.2pp | 151.07%-147.4pp | 28.51%-24.9pp |
| Employer contribution / active EE | $2,217 | $2,236-0.9% | $5,011-55.8% | $2,270-2.4% |
| Participant deferral / active EE | $3,373 | $2,567+31.4% | $5,202-35.2% | $3,740-9.8% |
| Admin fee / account holder | $9 | $400-97.7% | $13,984-99.9% | $513-98.2% |