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 CORPORATION8+ years Filed as: LINCOLN NATIONAL LIFE INSURANCE CO Service code 13 · EIN 35-1140070 | Contract Administrator | $26,488 |
Service code 15 · EIN 01-0278678 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,510 | $46,674+16.8% | $117,472-53.6% | $68,494-20.4% |
| Participation rate | 75.3% | 56.8%+18.5pp | 70.6%+4.7pp | 67.9%+7.4pp |
| Annual return | -17.10% | -14.52%-2.6pp | 29.74%-46.8pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,576 | $1,505+4.7% | $4,176-62.3% | $2,596-39.3% |
| Participant deferral / active EE | $3,407 | $2,636+29.2% | $4,070-16.3% | $4,027-15.4% |
| Admin fee / account holder | $186 | $4,020-95.4% | $5,645-96.7% | $5,403-96.6% |