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 CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $294 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $276,274 | $109,881+151.4% | $150,045+84.1% | $84,808+225.8% |
| Participation rate | 74.5% | 76.1%-1.6pp | 82.3%-7.8pp | 68.3%+6.2pp |
| Annual return | 17.24% | 28.25%-11.0pp | 62.55%-45.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $15,128 | $6,636+128.0% | $7,997+89.2% | $4,212+259.2% |
| Admin fee / account holder | $2 | $8,568-100.0% | $13,435-100.0% | $7,344-100.0% |