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 CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $11,083 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,667 | $106,236-42.9% | $112,228-45.9% | $64,808-6.4% |
| Participation rate | 93.6% | 71.7%+22.0pp | 75.1%+18.6pp | 71.5%+22.2pp |
| Annual return | -16.11% | -6.02%-10.1pp | 27.45%-43.6pp | 32.82%-48.9pp |
| Employer contribution / active EE | $3,662 | $3,166+15.6% | $3,635+0.7% | $2,506+46.1% |
| Participant deferral / active EE | $4,896 | $3,785+29.3% | $4,728+3.5% | $4,310+13.6% |
| Admin fee / account holder | $19 | $452-95.8% | $6,410-99.7% | $188-89.9% |