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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $25,373 |
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 | $95,411 | $77,660+22.9% | $109,143-12.6% | $79,386+20.2% |
| Participation rate | 78.5% | 67.8%+10.7pp | 75.9%+2.6pp | 70.7%+7.8pp |
| Annual return | 14.30% | 23.44%-9.1pp | 25.75%-11.5pp | 116.85%-102.6pp |
| Employer contribution / active EE | $3,258 | $2,797+16.5% | $3,722-12.5% | $2,427+34.2% |
| Participant deferral / active EE | $3,390 | $3,518-3.6% | $4,653-27.1% | $4,046-16.2% |
| Admin fee / account holder | $143 | $732-80.4% | $6,752-97.9% | $626-77.1% |