Filed October 31, 2017
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 CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $40,370 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,431 | $61,156-11.0% | $185,823-70.7% | $79,386-31.4% |
| Participation rate | 75.2% | 66.6%+8.5pp | 81.7%-6.5pp | 70.7%+4.4pp |
| Annual return | 17.02% | 19.45%-2.4pp | 122.05%-105.0pp | 116.85%-99.8pp |
| Employer contribution / active EE | $780 | $2,321-66.4% | $5,167-84.9% | $2,427-67.8% |
| Participant deferral / active EE | $4,408 | $2,789+58.1% | $5,568-20.8% | $4,046+9.0% |
| Admin fee / account holder | $218 | $710-69.2% | $16,237-98.7% | $626-65.2% |