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 35-0472300 | Contract Administrator | $33,961 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $156,541 | $64,909+141.2% | $82,313+90.2% | $62,292+151.3% |
| Participation rate | 93.2% | 74.9%+18.3pp | 76.9%+16.3pp | 69.5%+23.7pp |
| Annual return | 14.62% | 21.18%-6.6pp | 25.88%-11.3pp | 28.90%-14.3pp |
| Employer contribution / active EE | $4,933 | $1,676+194.3% | $2,428+103.1% | $2,042+141.5% |
| Participant deferral / active EE | $4,380 | $3,103+41.1% | $3,706+18.2% | $3,169+38.2% |
| Admin fee / account holder | $229 | $440-48.0% | $5,608-95.9% | $479-52.3% |