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 | $24,991 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,980 | $61,272+79.5% | $149,673-26.5% | $71,457+53.9% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 19.85% | 35.85%-16.0pp | 134.42%-114.6pp | 28.85%-9.0pp |
| Employer contribution / active EE | $3,918 | $2,378+64.7% | $4,818-18.7% | $2,588+51.4% |
| Participant deferral / active EE | $7,829 | $2,917+168.4% | $5,680+37.8% | $4,289+82.5% |
| Admin fee / account holder | $85 | $1,261-93.3% | $13,210-99.4% | $1,587-94.6% |