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 1300 S CLINTON STREET · FORT WAYNE, IN 468012248 | Contract Administrator | $15,496 |
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 | $31,032 | $54,368-42.9% | $117,039-73.5% | $62,292-50.2% |
| Participation rate | 98.0% | 64.9%+33.1pp | 77.2%+20.8pp | 69.5%+28.5pp |
| Annual return | 19.89% | 21.77%-1.9pp | 18.95%+0.9pp | 28.90%-9.0pp |
| Employer contribution / active EE | $582 | $1,692-65.6% | $3,785-84.6% | $2,042-71.5% |
| Participant deferral / active EE | $2,519 | $2,269+11.0% | $3,929-35.9% | $3,169-20.5% |
| Admin fee / account holder | $58 | $493-88.2% | $5,974-99.0% | $479-87.9% |