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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $5,999 |
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 | $17,532 | $77,899-77.5% | $149,673-88.3% | $75,163-76.7% |
| Participation rate | 80.6% | 65.6%+15.1pp | 78.8%+1.9pp | 67.2%+13.5pp |
| Annual return | 7.31% | 31.72%-24.4pp | 134.42%-127.1pp | 160.62%-153.3pp |
| Employer contribution / active EE | $1,044 | $3,137-66.7% | $4,818-78.3% | $2,670-60.9% |
| Participant deferral / active EE | $1,226 | $3,411-64.0% | $5,680-78.4% | $4,125-70.3% |
| Admin fee / account holder | $28 | $5,956-99.5% | $13,210-99.8% | $5,651-99.5% |