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 CORPORATION4+ years Service code 17 · EIN 35-1140070 | Pension Consulting | $14,648 |
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 | $52,573 | $47,977+9.6% | $154,107-65.9% | $56,287-6.6% |
| Participation rate | 87.0% | 66.2%+20.8pp | 83.0%+3.9pp | 69.9%+17.1pp |
| Annual return | -3.52% | 3.54%-7.1pp | 735.12%-738.6pp | -9.96%+6.4pp |
| Employer contribution / active EE | $2,318 | $2,169+6.9% | $5,298-56.2% | $2,111+9.8% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $59 | $438-86.5% | $13,411-99.6% | $521-88.6% |