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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $75,860 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,376 | $50,820-32.4% | $155,567-77.9% | $77,671-55.7% |
| Participation rate | 77.1% | 63.1%+14.0pp | 78.2%-1.1pp | 70.6%+6.5pp |
| Annual return | 10.62% | 34.85%-24.2pp | 64.74%-54.1pp | 31.21%-20.6pp |
| Employer contribution / active EE | $2,161 | $1,993+8.4% | $4,674-53.8% | $2,726-20.7% |
| Participant deferral / active EE | $2,153 | $2,823-23.7% | $5,628-61.7% | $4,648-53.7% |
| Admin fee / account holder | $111 | $436-74.6% | $15,916-99.3% | $430-74.3% |