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 CORPORATION9 years Service code 13 · EIN 35-1140070 | Contract Administrator | $4,470 |
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 | $30,499 | $50,815-40.0% | $155,509-80.4% | $77,643-60.7% |
| Participation rate | 78.2% | 63.1%+15.1pp | 78.2%0pp | 70.6%+7.6pp |
| Annual return | 13.85% | 34.80%-21.0pp | 64.67%-50.8pp | 31.24%-17.4pp |
| Employer contribution / active EE | $2,865 | $1,993+43.8% | $4,672-38.7% | $2,726+5.1% |
| Participant deferral / active EE | $1,583 | $2,822-43.9% | $5,626-71.9% | $4,647-65.9% |
| Admin fee / account holder | $13 | $437-96.9% | $15,912-99.9% | $430-96.9% |