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 9-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 10 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Accounting | $14,526 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,202 | $86,286+85.7% | $111,297+43.9% | $85,850+86.6% |
| Participation rate | 98.0% | 73.3%+24.7pp | 77.3%+20.7pp | 69.3%+28.7pp |
| Annual return | 12.34% | 19.99%-7.6pp | 54.65%-42.3pp | 318.53%-306.2pp |
| Employer contribution / active EE | $1,674 | $2,043-18.1% | $2,731-38.7% | $2,565-34.7% |
| Participant deferral / active EE | $4,963 | $3,641+36.3% | $4,487+10.6% | $3,952+25.6% |
| Admin fee / account holder | $158 | $8,188-98.1% | $7,964-98.0% | $6,260-97.5% |