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 CORPORATION4+ 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 | $195,360 | $79,523+145.7% | $140,016+39.5% | $56,287+247.1% |
| Participation rate | 87.1% | 85.7%+1.4pp | 87.5%-0.4pp | 69.9%+17.2pp |
| Annual return | -6.13% | 2.39%-8.5pp | 651.12%-657.3pp | -9.96%+3.8pp |
| Employer contribution / active EE | $2,743 | $3,350-18.1% | $5,606-51.1% | $2,111+29.9% |
| Participant deferral / active EE | $9,207 | $5,129+79.5% | $6,927+32.9% | $3,350+174.8% |
| Admin fee / account holder | $0 | $614-100.0% | $10,705-100.0% | $521-100.0% |