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 CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $150,534 | $70,667+113.0% | $123,104+22.3% | $52,331+187.7% |
| Participation rate | 85.4% | 83.7%+1.7pp | 86.8%-1.4pp | 68.1%+17.3pp |
| Annual return | -2.12% | 6.23%-8.3pp | 13.22%-15.3pp | 4.54%-6.7pp |
| Employer contribution / active EE | $2,438 | $2,946-17.2% | $5,151-52.7% | $1,882+29.6% |
| Participant deferral / active EE | $9,156 | $4,493+103.8% | $6,230+47.0% | $3,022+203.0% |
| Admin fee / account holder | $0 | $506-100.0% | $9,015-100.0% | $592-100.0% |