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 CORPORATION2+ years Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 | Contract Administrator | $30,942 |
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 | $17,387 | $61,616-71.8% | $105,722-83.6% | $55,167-68.5% |
| Participation rate | 77.6% | 72.9%+4.7pp | 78.9%-1.3pp | 69.0%+8.6pp |
| Annual return | 13.94% | 11.15%+2.8pp | 12.25%+1.7pp | 169.23%-155.3pp |
| Employer contribution / active EE | $1,173 | $3,043-61.5% | $4,079-71.2% | $1,963-40.2% |
| Participant deferral / active EE | $3,390 | $4,213-19.5% | $5,326-36.3% | $3,054+11.0% |
| Admin fee / account holder | $145 | $379-61.6% | $8,308-98.3% | $504-71.2% |