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 CORPORATION3+ years Service code 17 · EIN 35-1140070 | Pension Consulting | $14,432 |
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 | $47,335 | $55,453-14.6% | $170,442-72.2% | $62,292-24.0% |
| Participation rate | 95.5% | 66.4%+29.1pp | 83.6%+11.9pp | 69.5%+26.0pp |
| Annual return | 12.23% | 21.38%-9.1pp | 205.93%-193.7pp | 28.90%-16.7pp |
| Employer contribution / active EE | $2,851 | $2,164+31.8% | $5,433-47.5% | $2,042+39.6% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $52 | $455-88.7% | $13,880-99.6% | $479-89.2% |