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 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $29,386 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $38,878 | $85,766-54.7% | $136,294-71.5% | $70,131-44.6% |
| Participation rate | 79.7% | 74.2%+5.6pp | 81.9%-2.2pp | 69.5%+10.2pp |
| Annual return | 19.95% | 31.45%-11.5pp | 5155.94%-5136.0pp | 73.14%-53.2pp |
| Employer contribution / active EE | $2,868 | $2,966-3.3% | $4,695-38.9% | $2,342+22.4% |
| Participant deferral / active EE | $5,812 | $5,051+15.1% | $6,247-7.0% | $3,332+74.4% |
| Admin fee / account holder | $270 | $5,420-95.0% | $9,243-97.1% | $4,645-94.2% |