Filed October 18, 2024 (most recent of 26 filings on file)
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 CORPORATION3 years Filed as: LINCOLN INVESTMENT PLANNING, LLC Service code 27 35 BRAINTREE HILL PARK · BRAINTREE, MA 02184 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,488 | $56,047+77.5% | $98,716+0.8% | $79,634+24.9% |
| Participation rate | 66.3% | 54.6%+11.7pp | 69.3%-3.0pp | 62.5%+3.9pp |
| Annual return | 15.36% | 17.58%-2.2pp | 31.81%-16.4pp | 36.46%-21.1pp |
| Employer contribution / active EE | $3,303 | $1,237+167.0% | $2,279+45.0% | $2,529+30.6% |
| Participant deferral / active EE | $3,327 | $2,469+34.8% | $4,048-17.8% | $3,835-13.2% |
| Admin fee / account holder | $213 | $1,512-85.9% | $8,703-97.6% | $1,002-78.7% |