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 | $5,997 |
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 | $81,634 | $66,124+23.5% | $90,404-9.7% | $73,488+11.1% |
| Participation rate | 86.6% | 69.7%+16.9pp | 72.7%+13.9pp | 70.7%+15.9pp |
| Annual return | 11.75% | 17.65%-5.9pp | 1293.02%-1281.3pp | 28.51%-16.8pp |
| Employer contribution / active EE | $5,562 | $2,346+137.1% | $3,262+70.5% | $2,270+145.0% |
| Participant deferral / active EE | $2,618 | $3,039-13.9% | $3,963-34.0% | $3,740-30.0% |
| Admin fee / account holder | $41 | $396-89.6% | $5,611-99.3% | $513-92.0% |