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 9-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 CORPORATION4 years Service code 13 · EIN 35-1140010 | Contract Administrator | $51,952 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $13,124 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,158 | $56,152+16.0% | $185,823-64.9% | $73,409-11.2% |
| Participation rate | 79.0% | 67.6%+11.4pp | 78.0%+1.0pp | 72.2%+6.8pp |
| Annual return | 18.33% | 17.59%+0.7pp | 35.95%-17.6pp | 59.29%-41.0pp |
| Employer contribution / active EE | $2,272 | $1,532+48.3% | $4,087-44.4% | $2,234+1.7% |
| Participant deferral / active EE | $4,946 | $3,659+35.2% | $5,632-12.2% | $3,805+30.0% |
| Admin fee / account holder | $241 | $132+82.5% | $9,500-97.5% | $158+52.7% |