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 34-1140070 | Contract Administrator | $25,387 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,716 | $54,350+32.0% | $82,719-13.3% | $68,494+4.7% |
| Participation rate | 83.6% | 63.9%+19.7pp | 72.6%+11.1pp | 67.9%+15.7pp |
| Annual return | -11.79% | -13.67%+1.9pp | 701.18%-713.0pp | -7.84%-3.9pp |
| Employer contribution / active EE | $3,603 | $2,218+62.5% | $3,009+19.8% | $2,596+38.8% |
| Participant deferral / active EE | $6,535 | $3,246+101.3% | $4,395+48.7% | $4,027+62.3% |
| Admin fee / account holder | $225 | $4,395-94.9% | $5,329-95.8% | $5,403-95.8% |