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 Service code 17 · EIN 35-1140070 | Pension Consulting | $5,409 |
THE CONCORD ADVISORY GROUP2 years Service code 27 · EIN 22-3039644 | Advisory (Plan) | $1,235 |
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 | $69,710 | $58,879+18.4% | $178,490-60.9% | $73,488-5.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 13.96% | 24.86%-10.9pp | 151.07%-137.1pp | 28.51%-14.6pp |
| Employer contribution / active EE | $4,296 | $2,236+92.1% | $5,011-14.3% | $2,270+89.2% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $30 | $400-92.6% | $13,984-99.8% | $513-94.2% |