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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $37,073 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,169 | $50,815-42.6% | $155,509-81.2% | $77,643-62.4% |
| Participation rate | 79.1% | 63.1%+16.0pp | 78.2%+0.9pp | 70.6%+8.5pp |
| Annual return | 10.06% | 34.80%-24.7pp | 64.67%-54.6pp | 31.24%-21.2pp |
| Employer contribution / active EE | $899 | $1,993-54.9% | $4,672-80.8% | $2,726-67.0% |
| Participant deferral / active EE | $2,587 | $2,822-8.3% | $5,626-54.0% | $4,647-44.3% |
| Admin fee / account holder | $63 | $437-85.7% | $15,912-99.6% | $430-85.5% |