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 | Contract Administrator | $106 |
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 | $25,994 | $48,576-46.5% | $169,463-84.7% | $56,287-53.8% |
| Participation rate | 70.1% | 65.8%+4.3pp | 77.8%-7.7pp | 69.9%+0.2pp |
| Annual return | -6.91% | -2.51%-4.4pp | 1.83%-8.7pp | -9.96%+3.0pp |
| Employer contribution / active EE | $446 | $1,559-71.4% | $4,159-89.3% | $2,111-78.9% |
| Participant deferral / active EE | $2,920 | $3,275-10.8% | $5,277-44.7% | $3,350-12.8% |
| Admin fee / account holder | $22 | $435-95.0% | $9,109-99.8% | $521-95.8% |