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 CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $7,059 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,805 | $55,415-51.6% | $155,509-82.8% | $74,495-64.0% |
| Participation rate | 82.1% | 61.9%+20.2pp | 78.2%+3.9pp | 67.2%+14.9pp |
| Annual return | 14.55% | 268.50%-253.9pp | 64.67%-50.1pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $684 | $2,267-69.8% | $4,672-85.4% | $2,623-73.9% |
| Participant deferral / active EE | $2,759 | $2,836-2.7% | $5,626-51.0% | $4,346-36.5% |
| Admin fee / account holder | $52 | $1,738-97.0% | $15,912-99.7% | $1,942-97.3% |