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 9-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 Service code 10 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Accounting | $12,510 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $142,290 | $78,422+81.4% | $95,952+48.3% | $79,858+78.2% |
| Participation rate | 98.0% | 73.5%+24.5pp | 77.1%+20.9pp | 69.6%+28.3pp |
| Annual return | 8.50% | 19.37%-10.9pp | 91.61%-83.1pp | 31.71%-23.2pp |
| Employer contribution / active EE | $1,782 | $1,945-8.4% | $2,541-29.9% | $2,471-27.9% |
| Participant deferral / active EE | $5,500 | $3,440+59.9% | $4,167+32.0% | $3,740+47.1% |
| Admin fee / account holder | $136 | $5,622-97.6% | $6,795-98.0% | $5,306-97.4% |