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 5-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 13 · EIN 35-1140070 | Contract Administrator | $6,543 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,545 | $54,229-8.6% | $70,092-29.3% | $68,494-27.7% |
| Participation rate | 84.0% | 64.5%+19.5pp | 70.5%+13.5pp | 67.9%+16.1pp |
| Annual return | -11.91% | -13.87%+2.0pp | 190.73%-202.6pp | -7.84%-4.1pp |
| Employer contribution / active EE | $1,683 | $2,018-16.6% | $2,559-34.2% | $2,596-35.2% |
| Participant deferral / active EE | $3,656 | $2,956+23.7% | $3,849-5.0% | $4,027-9.2% |
| Admin fee / account holder | $57 | $4,694-98.8% | $6,267-99.1% | $5,403-98.9% |