Filed January 7, 2025 (most recent of 4 filings on file)
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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $52,347 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,316 | $100,227-49.8% | $169,993-70.4% | $74,419-32.4% |
| Participation rate | 96.5% | 87.3%+9.2pp | 87.0%+9.5pp | 70.7%+25.8pp |
| Annual return | 16.97% | 66.08%-49.1pp | 53.37%-36.4pp | 34.38%-17.4pp |
| Employer contribution / active EE | $2,913 | $4,263-31.7% | $6,785-57.1% | $2,637+10.4% |
| Participant deferral / active EE | $4,157 | $7,143-41.8% | $10,408-60.1% | $4,528-8.2% |
| Admin fee / account holder | $85 | $234-63.6% | $12,815-99.3% | $348-75.5% |