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 CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $13,290 |
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 | $62,759 | $92,971-32.5% | $96,683-35.1% | $74,419-15.7% |
| Participation rate | 95.8% | 71.5%+24.2pp | 74.3%+21.4pp | 70.7%+25.0pp |
| Annual return | 19.24% | 37.49%-18.2pp | 35.69%-16.5pp | 34.38%-15.1pp |
| Employer contribution / active EE | $3,501 | $3,426+2.2% | $3,737-6.3% | $2,637+32.7% |
| Participant deferral / active EE | $4,385 | $3,970+10.4% | $4,878-10.1% | $4,528-3.2% |
| Admin fee / account holder | $19 | $633-96.9% | $6,730-99.7% | $348-94.4% |