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 CORPORATION2 years Service code 13 · EIN 35-0472300 | Contract Administrator | $36,011 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,212 | $130,194-12.3% | $169,993-32.8% | $71,457+59.8% |
| Participation rate | 97.2% | 86.1%+11.1pp | 87.0%+10.2pp | 67.9%+29.3pp |
| Annual return | 16.64% | 20.37%-3.7pp | 53.37%-36.7pp | 28.85%-12.2pp |
| Employer contribution / active EE | $4,361 | $4,381-0.5% | $6,785-35.7% | $2,588+68.5% |
| Participant deferral / active EE | $7,613 | $6,923+10.0% | $10,408-26.9% | $4,289+77.5% |
| Admin fee / account holder | $178 | $966-81.6% | $12,815-98.6% | $1,587-88.8% |