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 | $10,170 |
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 | $71,869 | $64,286+11.8% | $106,387-32.4% | $55,725+29.0% |
| Participation rate | 86.5% | 75.2%+11.3pp | 77.5%+9.1pp | 70.9%+15.7pp |
| Annual return | 12.42% | 0.84%+11.6pp | 0.25%+12.2pp | 244.93%-232.5pp |
| Employer contribution / active EE | $1,866 | $2,367-21.2% | $3,520-47.0% | $2,078-10.2% |
| Participant deferral / active EE | $3,757 | $4,158-9.6% | $5,421-30.7% | $3,356+12.0% |
| Admin fee / account holder | $22 | $102-78.2% | $7,510-99.7% | $115-80.7% |