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 35-1140070 | Contract Administrator | $9,510 |
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 | $67,094 | $68,544-2.1% | $115,752-42.0% | $69,631-3.6% |
| Participation rate | 86.0% | 74.0%+12.0pp | 77.8%+8.2pp | 70.7%+15.3pp |
| Annual return | 15.51% | 20.97%-5.5pp | 19.41%-3.9pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $1,791 | $2,400-25.4% | $3,492-48.7% | $2,032-11.8% |
| Participant deferral / active EE | $3,591 | $3,887-7.6% | $5,204-31.0% | $3,224+11.4% |
| Admin fee / account holder | $22 | $90-75.5% | $6,278-99.6% | $110-79.9% |