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 Filed as: LINCOLN INVEST. PLANNING Service code 70 · EIN 23-1702591 84 STATE ST STE 740 · BOSTON, MA 02109 | Consulting Fees | $48,336 |
ASCENSUS LLC6+ years Filed as: ASCENSUS Service code 28 · EIN 11-3665754 200 DRYDEN RD E · DRESHER, PA 19025 | Investment Management | $33,324 |
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 | $67,369 | $58,879+14.4% | $178,490-62.3% | $73,488-8.3% |
| Participation rate | 97.5% | 66.2%+31.3pp | 81.9%+15.6pp | 70.7%+26.8pp |
| Annual return | 15.26% | 24.86%-9.6pp | 151.07%-135.8pp | 28.51%-13.3pp |
| Employer contribution / active EE | $3,059 | $2,236+36.8% | $5,011-39.0% | $2,270+34.7% |
| Participant deferral / active EE | $3,183 | $2,567+24.0% | $5,202-38.8% | $3,740-14.9% |
| Admin fee / account holder | $214 | $400-46.6% | $13,984-98.5% | $513-58.3% |