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 |
|---|---|---|
Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 55 · EIN 04-3523567 | Other Commissions | $0 |
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 | $70,205 | $91,418-23.2% | $87,100-19.4% | - |
| Participation rate | 98.0% | 78.6%+19.4pp | 76.9%+21.1pp | - |
| Annual return | 22.48% | 14.06%+8.4pp | 28.19%-5.7pp | - |
| Employer contribution / active EE | $2,045 | $2,156-5.1% | $2,521-18.9% | - |
| Participant deferral / active EE | $6,907 | $3,251+112.5% | $4,049+70.6% | - |
| Admin fee / account holder | $64 | $8,929-99.3% | $7,497-99.2% | - |