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 CORPORATION7+ years Filed as: LINCOLN INVESTMENT PLANNING Service code 55 · EIN 23-1702591 | Other Commissions | $0 |
MONATGE SECURITIES LLC3 years Service code 27 · EIN 27-2587292 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,745 | $60,776+182.6% | $85,682+100.4% | $79,386+116.3% |
| Participation rate | 87.8% | 62.1%+25.7pp | 69.9%+18.0pp | 70.7%+17.1pp |
| Annual return | 13.96% | 16.57%-2.6pp | 21.49%-7.5pp | 116.85%-102.9pp |
| Employer contribution / active EE | $1,259 | $1,663-24.3% | $2,618-51.9% | $2,427-48.2% |
| Participant deferral / active EE | $2,906 | $2,919-0.4% | $3,923-25.9% | $4,046-28.2% |
| Admin fee / account holder | $1 | $438-99.7% | $6,873-100.0% | $626-99.8% |