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 35-1140070 | Contract Administrator | $2,017 |
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 | $46,870 | $91,190-48.6% | $178,490-73.7% | $79,858-41.3% |
| Participation rate | 95.9% | 69.2%+26.7pp | 81.9%+14.0pp | 69.6%+26.3pp |
| Annual return | 5.48% | 24.19%-18.7pp | 151.07%-145.6pp | 31.71%-26.2pp |
| Employer contribution / active EE | $3,581 | $3,256+10.0% | $5,011-28.5% | $2,471+44.9% |
| Participant deferral / active EE | $3,774 | $3,236+16.6% | $5,202-27.4% | $3,740+0.9% |
| Admin fee / account holder | $49 | $6,751-99.3% | $13,984-99.6% | $5,306-99.1% |