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 INVESTMENT PLANNING Service code 55 · EIN 23-1702591 | Other Commissions | $0 |
MONATGE SECURITIES LLC2 years Service code 27 · EIN 27-2587292 | Advisory (Plan) | $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 | $140,501 | $55,636+152.5% | $81,983+71.4% | $73,488+91.2% |
| Participation rate | 100.0% | 62.3%+37.7pp | 69.2%+30.8pp | 70.7%+29.3pp |
| Annual return | 19.34% | 19.07%+0.3pp | 41.31%-22.0pp | 28.51%-9.2pp |
| Employer contribution / active EE | $1,360 | $1,625-16.3% | $2,498-45.5% | $2,270-40.1% |
| Participant deferral / active EE | $3,147 | $2,762+13.9% | $3,722-15.5% | $3,740-15.9% |
| Admin fee / account holder | $2 | $493-99.5% | $5,664-100.0% | $513-99.5% |