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 Filed as: LINCOLN NATIONAL CORPORATIN Service code 13 · EIN 35-1140070 | Contract Administrator | $16,097 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,533 | $64,909+307.5% | $82,313+221.4% | $62,292+324.7% |
| Participation rate | 94.7% | 74.9%+19.8pp | 76.9%+17.8pp | 69.5%+25.2pp |
| Annual return | 15.07% | 21.18%-6.1pp | 25.88%-10.8pp | 28.90%-13.8pp |
| Employer contribution / active EE | $16,502 | $1,676+884.6% | $2,428+579.6% | $2,042+708.1% |
| Participant deferral / active EE | $3,083 | $3,103-0.6% | $3,706-16.8% | $3,169-2.7% |
| Admin fee / account holder | $82 | $440-81.4% | $5,608-98.5% | $479-83.0% |