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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $8,040 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,424 | $52,953-59.5% | $172,739-87.6% | $65,185-67.1% |
| Participation rate | 80.2% | 66.2%+14.0pp | 82.6%-2.5pp | 70.2%+10.0pp |
| Annual return | 11.20% | 30.12%-18.9pp | 802.84%-791.6pp | 29.38%-18.2pp |
| Employer contribution / active EE | $896 | $2,190-59.1% | $5,143-82.6% | $2,177-58.8% |
| Participant deferral / active EE | $1,148 | $2,471-53.5% | $5,198-77.9% | $3,514-67.3% |
| Admin fee / account holder | $40 | $472-91.5% | $13,954-99.7% | $847-95.3% |