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 35-1140070 | Contract Administrator | $1,456 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,667 | $73,867-70.7% | $143,757-84.9% | $68,494-68.4% |
| Participation rate | 97.5% | 66.7%+30.9pp | 80.3%+17.2pp | 67.9%+29.6pp |
| Annual return | -15.99% | 1.01%-17.0pp | -0.04%-15.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,471 | $3,184-53.8% | $4,951-70.3% | $2,596-43.4% |
| Participant deferral / active EE | $2,760 | $3,384-18.5% | $5,637-51.0% | $4,027-31.5% |
| Admin fee / account holder | $10 | $5,755-99.8% | $14,673-99.9% | $5,403-99.8% |