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 14 · EIN 35-0472300 | Plan Administrator | $89,656 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,630 | $99,078-46.9% | $96,544-45.5% | $74,419-29.3% |
| Participation rate | 84.9% | 80.7%+4.2pp | 76.0%+8.9pp | 70.7%+14.1pp |
| Annual return | 19.73% | 22.48%-2.8pp | 25.84%-6.1pp | 34.38%-14.7pp |
| Employer contribution / active EE | $1,082 | $2,570-57.9% | $2,965-63.5% | $2,637-59.0% |
| Participant deferral / active EE | $3,167 | $4,933-35.8% | $4,851-34.7% | $4,528-30.1% |
| Admin fee / account holder | $181 | $225-19.4% | $8,252-97.8% | $348-47.9% |