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 13 · EIN 35-1140070 | Contract Administrator | $87,362 |
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 | $106,489 | $52,293+103.6% | $178,490-40.3% | $73,409+45.1% |
| Participation rate | 95.9% | 65.3%+30.6pp | 81.9%+14.0pp | 72.2%+23.7pp |
| Annual return | 12.65% | 34.75%-22.1pp | 151.07%-138.4pp | 59.29%-46.6pp |
| Employer contribution / active EE | $3,207 | $1,735+84.8% | $5,011-36.0% | $2,234+43.6% |
| Participant deferral / active EE | $4,523 | $2,332+93.9% | $5,202-13.0% | $3,805+18.9% |
| Admin fee / account holder | $179 | $127+40.4% | $13,984-98.7% | $158+13.3% |