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 INVEST. PLANNING Service code 70 · EIN 23-1702591 84 STATE ST STE 740 · BOSTON, MA 02109 | Consulting Fees | $44,162 |
ASCENSUS LLC5+ years Filed as: ASCENSUS Service code 28 · EIN 11-3665754 200 DRYDEN RD E · DRESHER, PA 19025 | Investment Management | $34,403 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,954 | $62,928-11.1% | $172,739-67.6% | $67,579-17.2% |
| Participation rate | 97.2% | 64.5%+32.7pp | 82.6%+14.6pp | 71.3%+25.9pp |
| Annual return | 21.40% | 30.36%-9.0pp | 802.84%-781.4pp | 378.56%-357.2pp |
| Employer contribution / active EE | $2,780 | $1,636+69.9% | $5,143-45.9% | $2,148+29.5% |
| Participant deferral / active EE | $2,936 | $2,145+36.9% | $5,198-43.5% | $3,539-17.0% |
| Admin fee / account holder | $205 | $167+22.9% | $13,954-98.5% | $142+43.9% |