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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $56,257 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,650 | $129,021-55.3% | $184,203-68.7% | $77,643-25.7% |
| Participation rate | 97.0% | 87.3%+9.7pp | 86.8%+10.2pp | 70.6%+26.4pp |
| Annual return | 17.25% | 33.27%-16.0pp | 28.81%-11.6pp | 31.24%-14.0pp |
| Employer contribution / active EE | $3,289 | $4,413-25.5% | $6,427-48.8% | $2,726+20.7% |
| Participant deferral / active EE | $4,508 | $7,297-38.2% | $9,131-50.6% | $4,647-3.0% |
| Admin fee / account holder | $86 | $254-66.2% | $13,901-99.4% | $430-80.1% |