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 | $6,939 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,357 | $55,453-75.9% | $170,442-92.2% | $62,292-78.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 3.79% | 21.38%-17.6pp | 205.93%-202.1pp | 28.90%-25.1pp |
| Employer contribution / active EE | $990 | $2,164-54.2% | $5,433-81.8% | $2,042-51.5% |
| Participant deferral / active EE | $1,048 | $2,303-54.5% | $4,939-78.8% | $3,169-66.9% |
| Admin fee / account holder | $28 | $455-93.9% | $13,880-99.8% | $479-94.2% |