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 CORPORATION7 years Service code 14 · EIN 35-0472300 | Plan Administrator | $95,907 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,750 | $88,890-35.0% | $102,423-43.6% | $77,643-25.6% |
| Participation rate | 86.2% | 80.9%+5.3pp | 76.5%+9.7pp | 70.6%+15.6pp |
| Annual return | 13.42% | 24.98%-11.6pp | 29.32%-15.9pp | 31.24%-17.8pp |
| Employer contribution / active EE | $1,212 | $2,698-55.1% | $3,023-59.9% | $2,726-55.5% |
| Participant deferral / active EE | $3,497 | $5,145-32.0% | $5,053-30.8% | $4,647-24.8% |
| Admin fee / account holder | $201 | $235-14.4% | $9,451-97.9% | $430-53.2% |