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 CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $10,171 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,019 | $60,989-70.5% | $60,874-70.4% | $66,914-73.1% |
| Participation rate | 81.4% | 74.5%+6.9pp | 73.1%+8.3pp | 69.8%+11.6pp |
| Annual return | -8.15% | -9.60%+1.4pp | 16.90%-25.0pp | 1.58%-9.7pp |
| Employer contribution / active EE | $2,495 | $2,661-6.2% | $2,701-7.6% | $2,544-1.9% |
| Participant deferral / active EE | $6,238 | $3,615+72.6% | $3,817+63.4% | $4,237+47.2% |
| Admin fee / account holder | $27 | $338-91.9% | $3,224-99.2% | $593-95.4% |