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 CORPORATION9+ years Filed as: LINCOLN FINANCIAL SECURITIES CORPOR Service code 49 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Other Services | $57,089 |
Filed as: 3G RETIRMEENT SERVICES, LLC Service code 15 · EIN 27-4433997 12 CLUSTERS COURT, SUITE A · COLUMBIA, SC 29210 | Recordkeeping | $26,202 |
MORNINGSTAR2 years Service code 27 · EIN 36-4317381 22 W WASHINGTON ST · CHICAGO, IL 60602 | Advisory (Plan) | $97 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,318 | $69,823+27.9% | $77,163+15.8% | $74,419+20.0% |
| Participation rate | 81.2% | 70.0%+11.2pp | 69.6%+11.6pp | 70.7%+10.5pp |
| Annual return | 21.46% | 19.98%+1.5pp | 37.87%-16.4pp | 34.38%-12.9pp |
| Employer contribution / active EE | $1,396 | $2,150-35.1% | $2,535-44.9% | $2,637-47.1% |
| Participant deferral / active EE | $4,611 | $3,558+29.6% | $3,833+20.3% | $4,528+1.8% |
| Admin fee / account holder | $247 | $398-38.0% | $5,472-95.5% | $348-29.1% |