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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $52,525 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,056 | $52,293-44.4% | $178,490-83.7% | $73,409-60.4% |
| Participation rate | 89.1% | 65.3%+23.7pp | 81.9%+7.2pp | 72.2%+16.9pp |
| Annual return | 13.52% | 34.75%-21.2pp | 151.07%-137.5pp | 59.29%-45.8pp |
| Employer contribution / active EE | $618 | $1,735-64.4% | $5,011-87.7% | $2,234-72.3% |
| Participant deferral / active EE | $2,045 | $2,332-12.3% | $5,202-60.7% | $3,805-46.3% |
| Admin fee / account holder | $107 | $127-16.0% | $13,984-99.2% | $158-32.3% |