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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $4,959 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,987 | $85,135-74.2% | $98,907-77.8% | $73,409-70.0% |
| Participation rate | 94.3% | 81.1%+13.1pp | 76.0%+18.2pp | 72.2%+22.1pp |
| Annual return | 13.69% | 19.14%-5.4pp | 196.43%-182.7pp | 59.29%-45.6pp |
| Employer contribution / active EE | $1,681 | $2,721-38.2% | $2,689-37.5% | $2,234-24.8% |
| Participant deferral / active EE | $2,073 | $4,349-52.3% | $4,244-51.2% | $3,805-45.5% |
| Admin fee / account holder | $11 | $139-92.1% | $6,642-99.8% | $158-93.0% |