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 34-1140070 | Contract Administrator | $32,132 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,715 | $58,208+57.6% | $81,812+12.1% | $80,856+13.4% |
| Participation rate | 83.1% | 63.4%+19.7pp | 72.3%+10.8pp | 67.6%+15.5pp |
| Annual return | 11.32% | 41.66%-30.3pp | 773.79%-762.5pp | 35.59%-24.3pp |
| Employer contribution / active EE | $3,450 | $2,340+47.4% | $2,912+18.5% | $2,755+25.2% |
| Participant deferral / active EE | $6,559 | $3,281+99.9% | $4,319+51.9% | $4,296+52.7% |
| Admin fee / account holder | $279 | $4,981-94.4% | $7,386-96.2% | $6,918-96.0% |