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 CORPORATION11+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $101,076 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,227 | $50,982-30.9% | $154,803-77.2% | $85,563-58.8% |
| Participation rate | 79.9% | 59.8%+20.1pp | 78.1%+1.8pp | 66.0%+14.0pp |
| Annual return | 13.50% | 30.35%-16.9pp | 58.88%-45.4pp | 31.51%-18.0pp |
| Employer contribution / active EE | $2,305 | $1,708+35.0% | $4,305-46.5% | $2,654-13.1% |
| Participant deferral / active EE | $2,342 | $2,474-5.3% | $5,540-57.7% | $4,375-46.5% |
| Admin fee / account holder | $184 | $846-78.2% | $14,329-98.7% | $834-77.9% |