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 | $5,412 |
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 | $22,426 | $58,879-61.9% | $178,490-87.4% | $73,488-69.5% |
| Participation rate | 80.2% | 66.2%+14.0pp | 81.9%-1.7pp | 70.7%+9.5pp |
| Annual return | 5.92% | 24.86%-18.9pp | 151.07%-145.1pp | 28.51%-22.6pp |
| Employer contribution / active EE | $929 | $2,236-58.4% | $5,011-81.4% | $2,270-59.1% |
| Participant deferral / active EE | $1,031 | $2,567-59.9% | $5,202-80.2% | $3,740-72.4% |
| Admin fee / account holder | $34 | $400-91.4% | $13,984-99.8% | $513-93.3% |