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 CORPORATION3 years Service code 14 · EIN 35-0472300 | Plan Administrator | $71,441 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,871 | $79,519-41.1% | $95,952-51.2% | $73,409-36.2% |
| Participation rate | 84.6% | 81.2%+3.4pp | 77.1%+7.5pp | 72.2%+12.4pp |
| Annual return | 15.26% | 19.20%-3.9pp | 91.61%-76.4pp | 59.29%-44.0pp |
| Employer contribution / active EE | $695 | $2,048-66.0% | $2,541-72.6% | $2,234-68.9% |
| Participant deferral / active EE | $2,444 | $4,138-40.9% | $4,167-41.4% | $3,805-35.8% |
| Admin fee / account holder | $170 | $184-7.9% | $6,795-97.5% | $158+7.5% |