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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $806 |
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 | $18,020 | $55,453-67.5% | $170,442-89.4% | $62,292-71.1% |
| Participation rate | 98.2% | 66.4%+31.9pp | 83.6%+14.6pp | 69.5%+28.7pp |
| Annual return | 13.20% | 21.38%-8.2pp | 205.93%-192.7pp | 28.90%-15.7pp |
| Employer contribution / active EE | $956 | $2,164-55.8% | $5,433-82.4% | $2,042-53.2% |
| Participant deferral / active EE | $2,001 | $2,303-13.1% | $4,939-59.5% | $3,169-36.8% |
| Admin fee / account holder | $5 | $455-99.0% | $13,880-100.0% | $479-99.1% |