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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $4,100 |
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 | $41,403 | $55,453-25.3% | $170,442-75.7% | $62,292-33.5% |
| Participation rate | 77.0% | 66.4%+10.6pp | 83.6%-6.6pp | 69.5%+7.5pp |
| Annual return | 15.48% | 21.38%-5.9pp | 205.93%-190.5pp | 28.90%-13.4pp |
| Employer contribution / active EE | $3,315 | $2,164+53.2% | $5,433-39.0% | $2,042+62.3% |
| Participant deferral / active EE | $5,138 | $2,303+123.1% | $4,939+4.0% | $3,169+62.1% |
| Admin fee / account holder | $26 | $455-94.3% | $13,880-99.8% | $479-94.6% |