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 | $45,142 |
Service code 27 · EIN 47-1411118 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $17,964 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,514 | $52,953+33.2% | $172,739-59.2% | $65,185+8.2% |
| Participation rate | 81.8% | 66.2%+15.6pp | 82.6%-0.8pp | 70.2%+11.6pp |
| Annual return | 13.72% | 30.12%-16.4pp | 802.84%-789.1pp | 29.38%-15.7pp |
| Employer contribution / active EE | $2,414 | $2,190+10.2% | $5,143-53.1% | $2,177+10.9% |
| Participant deferral / active EE | $4,908 | $2,471+98.7% | $5,198-5.6% | $3,514+39.7% |
| Admin fee / account holder | $249 | $472-47.2% | $13,954-98.2% | $847-70.6% |