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 | $8,354 |
Participant contribution per participant 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 | $24,540 | $46,360-47.1% | $147,614-83.4% | $52,331-53.1% |
| Participation rate | 82.1% | 64.9%+17.1pp | 84.6%-2.6pp | 68.1%+13.9pp |
| Annual return | 3.04% | 1.62%+1.4pp | 61.98%-58.9pp | 4.54%-1.5pp |
| Employer contribution / active EE | $1,455 | $2,126-31.6% | $5,564-73.9% | $1,882-22.7% |
| Participant deferral / active EE | $630 | $2,258-72.1% | $4,895-87.1% | $3,022-79.1% |
| Admin fee / account holder | $32 | $766-95.9% | $11,611-99.7% | $592-94.7% |