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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $17,320 |
Filed as: HEALTHCARE COMMUNITY SECURITIES Service code 13 · EIN 14-1764768 | Contract Administrator | $3,807 |
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 | $63,259 | $52,293+21.0% | $178,490-64.6% | $73,409-13.8% |
| Participation rate | 74.5% | 65.3%+9.2pp | 81.9%-7.4pp | 72.2%+2.3pp |
| Annual return | 14.14% | 34.75%-20.6pp | 151.07%-136.9pp | 59.29%-45.1pp |
| Employer contribution / active EE | $642 | $1,735-63.0% | $5,011-87.2% | $2,234-71.3% |
| Participant deferral / active EE | $2,662 | $2,332+14.1% | $5,202-48.8% | $3,805-30.0% |
| Admin fee / account holder | $34 | $127-73.3% | $13,984-99.8% | $158-78.5% |