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 |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS2+ years Service code 27 · EIN 20-4751585 | Advisory (Plan) | $2,550 |
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 | Contract Administrator | $406 |
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 | $41,974 | $36,916+13.7% | $156,549-73.2% | $57,658-27.2% |
| Participation rate | 72.8% | 63.4%+9.4pp | 84.0%-11.2pp | 70.2%+2.6pp |
| Annual return | 17.71% | 12.38%+5.3pp | 32.23%-14.5pp | 5.13%+12.6pp |
| Employer contribution / active EE | $435 | $1,571-72.3% | $5,501-92.1% | $1,974-78.0% |
| Participant deferral / active EE | $2,241 | $1,926+16.4% | $4,871-54.0% | $3,061-26.8% |
| Admin fee / account holder | $10 | $82-87.9% | $13,027-99.9% | $95-89.4% |