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 | $7,994 |
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 | $25,626 | $55,453-53.8% | $170,442-85.0% | $62,292-58.9% |
| Participation rate | 82.9% | 66.4%+16.6pp | 83.6%-0.7pp | 69.5%+13.4pp |
| Annual return | 4.03% | 21.38%-17.3pp | 205.93%-201.9pp | 28.90%-24.9pp |
| Employer contribution / active EE | $1,611 | $2,164-25.5% | $5,433-70.3% | $2,042-21.1% |
| Participant deferral / active EE | $730 | $2,303-68.3% | $4,939-85.2% | $3,169-77.0% |
| Admin fee / account holder | $32 | $455-93.0% | $13,880-99.8% | $479-93.4% |