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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $49,794 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,742 | $64,119+1.0% | $112,228-42.3% | $66,914-3.2% |
| Participation rate | 89.6% | 68.5%+21.1pp | 75.1%+14.5pp | 69.8%+19.7pp |
| Annual return | -19.15% | -13.81%-5.3pp | 27.45%-46.6pp | 1.58%-20.7pp |
| Employer contribution / active EE | $1,795 | $3,005-40.3% | $3,635-50.6% | $2,544-29.4% |
| Participant deferral / active EE | $6,022 | $3,693+63.1% | $4,728+27.4% | $4,237+42.1% |
| Admin fee / account holder | $219 | $625-65.0% | $6,410-96.6% | $593-63.1% |