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 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $23,638 |
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 | $32,952 | $76,552-57.0% | $123,892-73.4% | $62,891-47.6% |
| Participation rate | 81.0% | 73.0%+8.0pp | 81.4%-0.4pp | 69.3%+11.7pp |
| Annual return | 5.66% | 18.68%-13.0pp | 47.52%-41.9pp | 20.14%-14.5pp |
| Employer contribution / active EE | $2,478 | $2,883-14.0% | $4,617-46.3% | $2,281+8.6% |
| Participant deferral / active EE | $4,980 | $4,840+2.9% | $5,984-16.8% | $3,203+55.5% |
| Admin fee / account holder | $241 | $4,826-95.0% | $8,357-97.1% | $4,296-94.4% |