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 CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $4,655 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $337,918 | $73,884+357.4% | $95,952+252.2% | - |
| Participation rate | 89.9% | 80.0%+9.9pp | 77.1%+12.8pp | - |
| Annual return | 23.52% | 11.13%+12.4pp | 91.61%-68.1pp | - |
| Employer contribution / active EE | $3,816 | $1,782+114.2% | $2,541+50.2% | - |
| Participant deferral / active EE | $4,955 | $3,914+26.6% | $4,167+18.9% | - |
| Admin fee / account holder | $45 | $4,316-99.0% | $6,795-99.3% | - |