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 |
|---|---|---|
Filed as: LINCOLN FINACIAL ADVISORS Service code 55 | Other Commissions | $41,612 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $8,668 |
LINCOLN NATIONAL CORPORATION3+ years Filed as: LINCOLN FINANCIAL ADVISORS Service code 55 1300 S. CLINTON STREET · FORT WAYNE, IN 46802 | Other Commissions | $0 |
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 | $185,326 | $63,299+192.8% | $91,001+103.7% | $62,292+197.5% |
| Participation rate | 85.4% | 73.3%+12.0pp | 75.6%+9.7pp | 69.5%+15.8pp |
| Annual return | 16.90% | 20.99%-4.1pp | 4.60%+12.3pp | 28.90%-12.0pp |
| Employer contribution / active EE | $2,749 | $1,807+52.1% | $2,456+11.9% | $2,042+34.6% |
| Participant deferral / active EE | $4,374 | $2,943+48.7% | $3,547+23.3% | $3,169+38.0% |
| Admin fee / account holder | $55 | $468-88.2% | $5,417-99.0% | $479-88.5% |