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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $11,866 |
Service code 27 · EIN 22-3039644 | Advisory (Plan) | $3,041 |
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 | $49,151 | $62,928-21.9% | $172,739-71.5% | $67,579-27.3% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 18.71% | 30.36%-11.6pp | 802.84%-784.1pp | 378.56%-359.8pp |
| Employer contribution / active EE | $1,231 | $1,636-24.8% | $5,143-76.1% | $2,148-42.7% |
| Participant deferral / active EE | $4,276 | $2,145+99.4% | $5,198-17.7% | $3,539+20.8% |
| Admin fee / account holder | $28 | $167-83.3% | $13,954-99.8% | $142-80.5% |