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 | $0 |
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 | $206,978 | $89,739+130.6% | $149,718+38.2% | $62,292+232.3% |
| Participation rate | 84.8% | 85.1%-0.3pp | 87.1%-2.2pp | 69.5%+15.3pp |
| Annual return | 16.92% | 21.01%-4.1pp | 1501.63%-1484.7pp | 28.90%-12.0pp |
| Employer contribution / active EE | $2,521 | $3,233-22.0% | $5,445-53.7% | $2,042+23.4% |
| Participant deferral / active EE | $9,018 | $4,797+88.0% | $6,569+37.3% | $3,169+184.6% |
| Admin fee / account holder | $0 | $551-100.0% | $11,283-100.0% | $479-100.0% |