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 5-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 CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,270 |
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 | $43,423 | $52,670-17.6% | $90,404-52.0% | $73,409-40.8% |
| Participation rate | 94.9% | 67.7%+27.3pp | 72.7%+22.2pp | 72.2%+22.7pp |
| Annual return | 12.59% | 20.70%-8.1pp | 1293.02%-1280.4pp | 59.29%-46.7pp |
| Employer contribution / active EE | $2,303 | $1,872+23.0% | $3,262-29.4% | $2,234+3.1% |
| Participant deferral / active EE | $3,030 | $2,807+8.0% | $3,963-23.5% | $3,805-20.4% |
| Admin fee / account holder | $8 | $117-93.2% | $5,611-99.9% | $158-95.0% |