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 35-1140070 | Contract Administrator | $35,387 |
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 | $51,743 | $61,272-15.6% | $149,673-65.4% | $71,457-27.6% |
| Participation rate | 82.8% | 62.5%+20.3pp | 78.8%+4.0pp | 67.9%+14.9pp |
| Annual return | 10.66% | 35.85%-25.2pp | 134.42%-123.8pp | 28.85%-18.2pp |
| Employer contribution / active EE | $2,162 | $2,378-9.1% | $4,818-55.1% | $2,588-16.5% |
| Participant deferral / active EE | $3,568 | $2,917+22.3% | $5,680-37.2% | $4,289-16.8% |
| Admin fee / account holder | $218 | $1,261-82.7% | $13,210-98.3% | $1,587-86.2% |