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 CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $54,345 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,728 | $79,171-9.4% | $102,423-30.0% | $74,495-3.7% |
| Participation rate | 96.7% | 74.8%+21.9pp | 76.5%+20.2pp | 67.2%+29.5pp |
| Annual return | 14.11% | 54.93%-40.8pp | 29.32%-15.2pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $6,351 | $2,362+168.9% | $3,023+110.1% | $2,623+142.1% |
| Participant deferral / active EE | $5,358 | $4,415+21.3% | $5,053+6.0% | $4,346+23.3% |
| Admin fee / account holder | $225 | $2,001-88.7% | $9,451-97.6% | $1,942-88.4% |