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 6-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 Filed as: LINCOLN FINANCIAL GROUP Service code 13 · EIN 35-0472300 | Contract Administrator | $94,851 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,647 | $91,762-66.6% | $67,502-54.6% | $77,643-60.5% |
| Participation rate | 94.8% | 75.9%+18.9pp | 72.9%+21.9pp | 70.6%+24.2pp |
| Annual return | 16.80% | 14.87%+1.9pp | 3512.12%-3495.3pp | 31.24%-14.4pp |
| Employer contribution / active EE | $1,426 | $3,181-55.2% | $2,731-47.8% | $2,726-47.7% |
| Participant deferral / active EE | $4,766 | $3,903+22.1% | $4,000+19.1% | $4,647+2.5% |
| Admin fee / account holder | $77 | $176-56.2% | $3,998-98.1% | $430-82.1% |