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 | $48,375 |
Service code 27 · EIN 47-1411118 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $19,546 |
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 | $78,458 | $58,879+33.3% | $178,490-56.0% | $73,488+6.8% |
| Participation rate | 74.7% | 66.2%+8.4pp | 81.9%-7.3pp | 70.7%+4.0pp |
| Annual return | 10.37% | 24.86%-14.5pp | 151.07%-140.7pp | 28.51%-18.1pp |
| Employer contribution / active EE | $2,282 | $2,236+2.0% | $5,011-54.5% | $2,270+0.5% |
| Participant deferral / active EE | $4,568 | $2,567+77.9% | $5,202-12.2% | $3,740+22.1% |
| Admin fee / account holder | $264 | $400-34.0% | $13,984-98.1% | $513-48.5% |