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 CORPORATION9+ years Filed as: LINCOLN NATIONAL LIFE INSURANCE CO Service code 13 · EIN 35-1140070 | Contract Administrator | $29,665 |
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 | $59,822 | $48,335+23.8% | $121,098-50.6% | $71,457-16.3% |
| Participation rate | 73.1% | 54.3%+18.8pp | 69.5%+3.6pp | 67.9%+5.2pp |
| Annual return | 16.69% | 23.32%-6.6pp | 985.75%-969.1pp | 28.85%-12.2pp |
| Employer contribution / active EE | $1,644 | $1,489+10.4% | $4,164-60.5% | $2,588-36.5% |
| Participant deferral / active EE | $3,130 | $2,754+13.6% | $4,080-23.3% | $4,289-27.0% |
| Admin fee / account holder | $191 | $1,841-89.6% | $5,644-96.6% | $1,587-88.0% |