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 CORPORATION3 years Service code 13 · EIN 35-0472300 | Contract Administrator | $98,503 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,921 | $53,136-56.9% | $155,509-85.3% | $199,593-88.5% |
| Participation rate | 89.4% | 64.1%+25.4pp | 78.2%+11.2pp | 72.0%+17.5pp |
| Annual return | 11.44% | 41.15%-29.7pp | 64.67%-53.2pp | 34.25%-22.8pp |
| Employer contribution / active EE | $2,170 | $1,851+17.2% | $4,672-53.6% | $3,034-28.5% |
| Participant deferral / active EE | $0 | $3,161-100.0% | $5,626-100.0% | $5,087-100.0% |
| Admin fee / account holder | $44 | $185-76.5% | $15,912-99.7% | $269-83.8% |