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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $85,399 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,504 | $65,557+24.3% | $64,056+27.2% | $71,457+14.1% |
| Participation rate | 100.0% | 73.2%+26.8pp | 72.3%+27.7pp | 67.9%+32.1pp |
| Annual return | 20.08% | 18.94%+1.1pp | 33.69%-13.6pp | 28.85%-8.8pp |
| Employer contribution / active EE | $9,204 | $2,669+244.9% | $2,747+235.1% | $2,588+255.7% |
| Participant deferral / active EE | $11,029 | $3,626+204.2% | $3,880+184.3% | $4,289+157.2% |
| Admin fee / account holder | $293 | $616-52.4% | $3,068-90.4% | $1,587-81.5% |