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 4-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 CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $49,262 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,858 | $63,442-38.7% | $68,791-43.5% | $66,914-41.9% |
| Participation rate | 96.2% | 60.0%+36.2pp | 69.0%+27.2pp | 69.8%+26.4pp |
| Annual return | -13.75% | -8.29%-5.5pp | -6.38%-7.4pp | 1.58%-15.3pp |
| Employer contribution / active EE | $5,746 | $1,775+223.8% | $2,655+116.4% | $2,544+125.9% |
| Participant deferral / active EE | $8,681 | $2,945+194.8% | $3,941+120.3% | $4,237+104.9% |
| Admin fee / account holder | $283 | $577-51.0% | $4,932-94.3% | $593-52.3% |