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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $8,190 |
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 | $104,722 | $102,204+2.5% | $145,661-28.1% | $85,563+22.4% |
| Participation rate | 86.9% | 70.6%+16.3pp | 77.2%+9.7pp | 66.0%+20.9pp |
| Annual return | 10.76% | 16.68%-5.9pp | 101.46%-90.7pp | 31.51%-20.8pp |
| Employer contribution / active EE | $2,837 | $3,600-21.2% | $4,238-33.0% | $2,654+6.9% |
| Participant deferral / active EE | $4,887 | $5,729-14.7% | $7,198-32.1% | $4,375+11.7% |
| Admin fee / account holder | $18 | $647-97.2% | $12,466-99.9% | $834-97.8% |