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 CORPORATION6+ years Service code 13 · EIN 35-1140070 1300 S CLINTON STREET · FORT WAYNE, IN 468012248 | Contract Administrator | $17,282 |
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 | $26,658 | $63,861-58.3% | $104,607-74.5% | $79,858-66.6% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 8.56% | 21.30%-12.7pp | 340.46%-331.9pp | 31.71%-23.2pp |
| Employer contribution / active EE | $1,651 | $1,588+3.9% | $2,681-38.4% | $2,471-33.2% |
| Participant deferral / active EE | $1,653 | $2,693-38.6% | $3,740-55.8% | $3,740-55.8% |
| Admin fee / account holder | $137 | $4,185-96.7% | $6,473-97.9% | $5,306-97.4% |