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 | $1,335 |
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 | $50,179 | $73,867-32.1% | $143,757-65.1% | $68,494-26.7% |
| Participation rate | 97.5% | 66.7%+30.9pp | 80.3%+17.2pp | 67.9%+29.6pp |
| Annual return | -13.97% | 1.01%-15.0pp | -0.04%-13.9pp | -7.84%-6.1pp |
| Employer contribution / active EE | $3,845 | $3,184+20.8% | $4,951-22.3% | $2,596+48.1% |
| Participant deferral / active EE | $4,122 | $3,384+21.8% | $5,637-26.9% | $4,027+2.3% |
| Admin fee / account holder | $42 | $5,755-99.3% | $14,673-99.7% | $5,403-99.2% |