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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $21,575 |
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 | $82,652 | $69,362+19.2% | $101,248-18.4% | $73,488+12.5% |
| Participation rate | 90.1% | 68.4%+21.7pp | 75.8%+14.3pp | 70.7%+19.4pp |
| Annual return | 11.97% | 18.46%-6.5pp | 46.47%-34.5pp | 28.51%-16.5pp |
| Employer contribution / active EE | $3,469 | $2,628+32.0% | $3,660-5.2% | $2,270+52.8% |
| Participant deferral / active EE | $3,529 | $3,300+6.9% | $4,370-19.3% | $3,740-5.6% |
| Admin fee / account holder | $126 | $704-82.1% | $5,945-97.9% | $513-75.4% |