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 CORPORATION6 years Filed as: LINCOLN INVEST. PLANNING Service code 70 · EIN 23-1702591 84 STATE ST STE 740 · BOSTON, MA 02109 | Consulting Fees | $59,820 |
ASCENSUS LLC8+ years Filed as: ASCENSUS Service code 28 · EIN 11-3665754 200 DRYDEN RD E · DRESHER, PA 19025 | Investment Management | $33,115 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,461 | $65,061+0.6% | $143,757-54.5% | $66,914-2.2% |
| Participation rate | 94.7% | 65.2%+29.5pp | 80.3%+14.4pp | 69.8%+24.9pp |
| Annual return | -16.15% | -11.14%-5.0pp | -0.04%-16.1pp | 1.58%-17.7pp |
| Employer contribution / active EE | $4,504 | $2,361+90.8% | $4,951-9.0% | $2,544+77.0% |
| Participant deferral / active EE | $3,800 | $2,919+30.2% | $5,637-32.6% | $4,237-10.3% |
| Admin fee / account holder | $235 | $502-53.2% | $14,673-98.4% | $593-60.4% |