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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $84,431 |
Service code 16 · EIN 47-1411118 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Consulting | $80,000 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,592 | $62,928+53.5% | $172,739-44.1% | $67,579+42.9% |
| Participation rate | 94.4% | 64.5%+29.9pp | 82.6%+11.7pp | 71.3%+23.1pp |
| Annual return | 17.22% | 30.36%-13.1pp | 802.84%-785.6pp | 378.56%-361.3pp |
| Employer contribution / active EE | $3,303 | $1,636+101.9% | $5,143-35.8% | $2,148+53.8% |
| Participant deferral / active EE | $4,467 | $2,145+108.3% | $5,198-14.1% | $3,539+26.2% |
| Admin fee / account holder | $183 | $167+10.0% | $13,954-98.7% | $142+28.8% |