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 | $24,591 |
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 | $63,148 | $63,114+0.1% | $92,893-32.0% | $65,185-3.1% |
| Participation rate | 83.6% | 68.8%+14.9pp | 76.0%+7.6pp | 70.2%+13.4pp |
| Annual return | 19.93% | 28.75%-8.8pp | 109.41%-89.5pp | 29.38%-9.5pp |
| Employer contribution / active EE | $2,038 | $2,571-20.7% | $3,653-44.2% | $2,177-6.4% |
| Participant deferral / active EE | $4,837 | $3,108+55.6% | $4,236+14.2% | $3,514+37.7% |
| Admin fee / account holder | $141 | $624-77.3% | $5,794-97.6% | $847-83.3% |