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 | $15,108 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,522 | $50,820-67.5% | $155,567-89.4% | $77,671-78.7% |
| Participation rate | 95.9% | 63.1%+32.8pp | 78.2%+17.7pp | 70.6%+25.3pp |
| Annual return | 11.54% | 34.85%-23.3pp | 64.74%-53.2pp | 31.21%-19.7pp |
| Employer contribution / active EE | $876 | $1,993-56.1% | $4,674-81.3% | $2,726-67.9% |
| Participant deferral / active EE | $1,708 | $2,823-39.5% | $5,628-69.6% | $4,648-63.2% |
| Admin fee / account holder | $50 | $436-88.5% | $15,916-99.7% | $430-88.4% |