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 35-1140070 | Contract Administrator | $121 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,076 | $55,453-60.2% | $170,442-87.0% | $62,292-64.6% |
| Participation rate | 73.8% | 66.4%+7.5pp | 83.6%-9.8pp | 69.5%+4.3pp |
| Annual return | 8.73% | 21.38%-12.6pp | 205.93%-197.2pp | 28.90%-20.2pp |
| Employer contribution / active EE | $1,189 | $2,164-45.1% | $5,433-78.1% | $2,042-41.8% |
| Participant deferral / active EE | $721 | $2,303-68.7% | $4,939-85.4% | $3,169-77.3% |
| Admin fee / account holder | $1 | $455-99.9% | $13,880-100.0% | $479-99.9% |