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 35-0472300 | Contract Administrator | $37,985 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,470 | $122,239+5.1% | $184,203-30.3% | $74,495+72.5% |
| Participation rate | 97.8% | 85.5%+12.3pp | 86.8%+11.0pp | 67.2%+30.6pp |
| Annual return | 10.72% | 19.95%-9.2pp | 28.81%-18.1pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $3,422 | $4,537-24.6% | $6,427-46.8% | $2,623+30.5% |
| Participant deferral / active EE | $8,072 | $7,139+13.1% | $9,131-11.6% | $4,346+85.8% |
| Admin fee / account holder | $194 | $1,260-84.6% | $13,901-98.6% | $1,942-90.0% |