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 CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $14,889 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,373 | $50,982-64.0% | $154,803-88.1% | $85,563-78.5% |
| Participation rate | 92.3% | 59.8%+32.5pp | 78.1%+14.2pp | 66.0%+26.3pp |
| Annual return | 15.94% | 30.35%-14.4pp | 58.88%-42.9pp | 31.51%-15.6pp |
| Employer contribution / active EE | $917 | $1,708-46.3% | $4,305-78.7% | $2,654-65.5% |
| Participant deferral / active EE | $1,805 | $2,474-27.0% | $5,540-67.4% | $4,375-58.7% |
| Admin fee / account holder | $45 | $846-94.7% | $14,329-99.7% | $834-94.6% |