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 35-1140070 | Contract Administrator | $19,934 |
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 | $70,202 | $63,114+11.2% | $92,893-24.4% | $65,185+7.7% |
| Participation rate | 94.4% | 68.8%+25.6pp | 76.0%+18.4pp | 70.2%+24.2pp |
| Annual return | 10.53% | 28.75%-18.2pp | 109.41%-98.9pp | 29.38%-18.9pp |
| Employer contribution / active EE | $1,753 | $2,571-31.8% | $3,653-52.0% | $2,177-19.5% |
| Participant deferral / active EE | $3,975 | $3,108+27.9% | $4,236-6.2% | $3,514+13.1% |
| Admin fee / account holder | $114 | $624-81.7% | $5,794-98.0% | $847-86.6% |