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 | $56,767+75.3% | $101,794-2.3% | $85,563+16.3% |
| Participation rate | 66.3% | 57.6%+8.7pp | 69.2%-2.8pp | 66.0%+0.4pp |
| Annual return | 15.36% | 17.76%-2.4pp | 30.53%-15.2pp | 31.51%-16.2pp |
| Employer contribution / active EE | $3,303 | $1,112+197.0% | $2,289+44.3% | $2,654+24.5% |
| Participant deferral / active EE | $3,327 | $2,720+22.3% | $4,084-18.5% | $4,375-23.9% |
| Admin fee / account holder | $213 | $1,098-80.6% | $8,777-97.6% | $834-74.5% |