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 8-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 | $9,125 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,741 | $74,347-66.7% | $93,606-73.6% | $67,579-63.4% |
| Participation rate | 92.4% | 80.6%+11.8pp | 75.8%+16.6pp | 71.3%+21.2pp |
| Annual return | 23.32% | 28.07%-4.8pp | 32.76%-9.4pp | 378.56%-355.2pp |
| Employer contribution / active EE | $2,016 | $2,583-22.0% | $2,718-25.8% | $2,148-6.1% |
| Participant deferral / active EE | $2,721 | $4,060-33.0% | $4,069-33.1% | $3,539-23.1% |
| Admin fee / account holder | $27 | $123-78.3% | $7,888-99.7% | $142-81.3% |