Filed January 26, 2022
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 3-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 35-1140070 | Contract Administrator | $74,053 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,197 | $50,815+34.2% | $155,509-56.1% | $77,643-12.2% |
| Participation rate | 96.7% | 63.1%+33.6pp | 78.2%+18.5pp | 70.6%+26.1pp |
| Annual return | 16.26% | 34.80%-18.5pp | 64.67%-48.4pp | 31.24%-15.0pp |
| Employer contribution / active EE | $2,005 | $1,993+0.6% | $4,672-57.1% | $2,726-26.4% |
| Participant deferral / active EE | $5,030 | $2,822+78.2% | $5,626-10.6% | $4,647+8.2% |
| Admin fee / account holder | $66 | $437-84.8% | $15,912-99.6% | $430-84.6% |