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 CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $4,353 |
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 | $16,336 | $46,360-64.8% | $147,614-88.9% | $52,331-68.8% |
| Participation rate | 77.1% | 64.9%+12.2pp | 84.6%-7.5pp | 68.1%+9.0pp |
| Annual return | 1.36% | 1.62%-0.3pp | 61.98%-60.6pp | 4.54%-3.2pp |
| Employer contribution / active EE | $773 | $2,126-63.7% | $5,564-86.1% | $1,882-58.9% |
| Participant deferral / active EE | $978 | $2,258-56.7% | $4,895-80.0% | $3,022-67.6% |
| Admin fee / account holder | $23 | $766-97.0% | $11,611-99.8% | $592-96.2% |