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 CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $4,421 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,502 | $91,517-24.1% | $101,248-31.4% | $73,409-5.3% |
| Participation rate | 97.8% | 73.8%+24.0pp | 75.8%+22.0pp | 72.2%+25.6pp |
| Annual return | 16.85% | 17.17%-0.3pp | 46.47%-29.6pp | 59.29%-42.4pp |
| Employer contribution / active EE | $4,978 | $2,877+73.1% | $3,660+36.0% | $2,234+122.9% |
| Participant deferral / active EE | $5,358 | $3,338+60.5% | $4,370+22.6% | $3,805+40.8% |
| Admin fee / account holder | $8 | $216-96.2% | $5,945-99.9% | $158-94.8% |