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 Service code 13 · EIN 35-0472300 | Contract Administrator | $25,786 |
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 | $23,835 | $61,156-61.0% | $185,823-87.2% | $79,386-70.0% |
| Participation rate | 95.0% | 66.6%+28.4pp | 81.7%+13.3pp | 70.7%+24.3pp |
| Annual return | 10.55% | 19.45%-8.9pp | 122.05%-111.5pp | 116.85%-106.3pp |
| Employer contribution / active EE | $1,303 | $2,321-43.9% | $5,167-74.8% | $2,427-46.3% |
| Participant deferral / active EE | $2,218 | $2,789-20.5% | $5,568-60.2% | $4,046-45.2% |
| Admin fee / account holder | $170 | $710-76.1% | $16,237-99.0% | $626-72.9% |