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 CORPORATION4 years Service code 13 · EIN 35-0472300 | Contract Administrator | $37,460 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,546 | $132,049+13.3% | $200,582-25.4% | $74,304+101.3% |
| Participation rate | 96.0% | 84.1%+12.0pp | 86.9%+9.1pp | 60.3%+35.7pp |
| Annual return | 14.14% | 22.22%-8.1pp | 42.33%-28.2pp | 29.43%-15.3pp |
| Employer contribution / active EE | $3,709 | $4,558-18.6% | $6,419-42.2% | $2,241+65.5% |
| Participant deferral / active EE | $9,138 | $7,213+26.7% | $9,331-2.1% | $3,767+142.6% |
| Admin fee / account holder | $197 | $2,405-91.8% | $16,305-98.8% | $2,969-93.4% |