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 35-0472300 | Contract Administrator | $152,350 |
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 | $92,745 | $95,274-2.7% | $135,903-31.8% | $74,419+24.6% |
| Participation rate | 85.0% | 78.2%+6.8pp | 81.9%+3.1pp | 70.7%+14.3pp |
| Annual return | 16.09% | 32.77%-16.7pp | 68.23%-52.1pp | 34.38%-18.3pp |
| Employer contribution / active EE | $4,174 | $3,874+7.8% | $4,856-14.0% | $2,637+58.3% |
| Participant deferral / active EE | $9,559 | $7,782+22.8% | $7,758+23.2% | $4,528+111.1% |
| Admin fee / account holder | $179 | $266-32.7% | $10,762-98.3% | $348-48.5% |