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 9-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 | $0 |
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 | $50,289 | $46,732+7.6% | $156,549-67.9% | $55,167-8.8% |
| Participation rate | 83.6% | 65.8%+17.8pp | 84.0%-0.4pp | 69.0%+14.6pp |
| Annual return | 7.28% | 17.72%-10.4pp | 32.23%-24.9pp | 169.23%-161.9pp |
| Employer contribution / active EE | $3,021 | $2,105+43.5% | $5,501-45.1% | $1,963+53.9% |
| Participant deferral / active EE | $4,707 | $2,204+113.6% | $4,871-3.4% | $3,054+54.1% |
| Admin fee / account holder | $276 | $418-34.1% | $13,027-97.9% | $504-45.3% |