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 8-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 | $11,438 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,017 | $37,196-81.1% | $154,107-95.4% | $55,725-87.4% |
| Participation rate | 95.5% | 64.1%+31.5pp | 83.0%+12.5pp | 70.9%+24.7pp |
| Annual return | 0.00% | 1319.68%-1319.7pp | 735.12%-735.1pp | 244.93%-244.9pp |
| Employer contribution / active EE | $764 | $1,614-52.7% | $5,298-85.6% | $2,078-63.3% |
| Participant deferral / active EE | $800 | $2,068-61.3% | $5,081-84.3% | $3,356-76.2% |
| Admin fee / account holder | $19 | $102-81.1% | $13,411-99.9% | $115-83.3% |