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 |
|---|---|---|
Filed as: LINCOLN RETIREMENT SERVICES Service code 10 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46801 | Accounting | $12,640 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,823 | $71,883+93.1% | $86,677+60.2% | $68,494+102.7% |
| Participation rate | 84.2% | 72.2%+12.0pp | 76.6%+7.6pp | 67.9%+16.3pp |
| Annual return | -11.89% | 3.52%-15.4pp | 35.91%-47.8pp | -7.84%-4.0pp |
| Employer contribution / active EE | $1,627 | $2,173-25.1% | $2,836-42.6% | $2,596-37.3% |
| Participant deferral / active EE | $5,411 | $3,779+43.2% | $4,656+16.2% | $4,027+34.4% |
| Admin fee / account holder | $134 | $6,112-97.8% | $7,493-98.2% | $5,403-97.5% |