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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $37,624 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,898 | $65,061-31.0% | $143,757-68.8% | $66,914-32.9% |
| Participation rate | 70.1% | 65.2%+4.9pp | 80.3%-10.3pp | 69.8%+0.3pp |
| Annual return | -16.60% | -11.14%-5.5pp | -0.04%-16.6pp | 1.58%-18.2pp |
| Employer contribution / active EE | $606 | $2,361-74.3% | $4,951-87.8% | $2,544-76.2% |
| Participant deferral / active EE | $4,228 | $2,919+44.8% | $5,637-25.0% | $4,237-0.2% |
| Admin fee / account holder | $190 | $502-62.1% | $14,673-98.7% | $593-68.0% |