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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $42,476 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,271 | $55,453-11.1% | $170,442-71.1% | $62,292-20.9% |
| Participation rate | 93.6% | 66.4%+27.3pp | 83.6%+10.0pp | 69.5%+24.1pp |
| Annual return | 11.48% | 21.38%-9.9pp | 205.93%-194.4pp | 28.90%-17.4pp |
| Employer contribution / active EE | $3,230 | $2,164+49.3% | $5,433-40.5% | $2,042+58.2% |
| Participant deferral / active EE | $5,845 | $2,303+153.8% | $4,939+18.3% | $3,169+84.4% |
| Admin fee / account holder | $281 | $455-38.2% | $13,880-98.0% | $479-41.3% |