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 CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $23,230 |
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 | $29,810 | $70,002-57.4% | $115,037-74.1% | $52,331-43.0% |
| Participation rate | 94.4% | 72.1%+22.3pp | 81.4%+13.1pp | 68.1%+26.3pp |
| Annual return | -0.30% | 4.04%-4.3pp | 26.14%-26.4pp | 4.54%-4.8pp |
| Employer contribution / active EE | $2,072 | $2,715-23.7% | $4,608-55.0% | $1,882+10.1% |
| Participant deferral / active EE | $3,026 | $4,920-38.5% | $6,026-49.8% | $3,022+0.1% |
| Admin fee / account holder | $194 | $566-65.8% | $8,175-97.6% | $592-67.3% |