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 | $3,820 |
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 | $35,274 | $77,634-54.6% | $156,549-77.5% | $62,891-43.9% |
| Participation rate | 72.0% | 71.2%+0.8pp | 84.0%-12.0pp | 69.3%+2.7pp |
| Annual return | 6.25% | 50.32%-44.1pp | 32.23%-26.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $3,166 | $3,444-8.1% | $5,501-42.5% | $2,281+38.8% |
| Participant deferral / active EE | $4,108 | $3,045+34.9% | $4,871-15.7% | $3,203+28.3% |
| Admin fee / account holder | $24 | $5,561-99.6% | $13,027-99.8% | $4,296-99.4% |