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 CORPORATION1+ years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 55 · EIN 35-1151034 | Other Commissions | $75,685 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,906 |
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 | $203,108 | $70,667+187.4% | $123,104+65.0% | $52,331+288.1% |
| Participation rate | 94.4% | 83.7%+10.7pp | 86.8%+7.7pp | 68.1%+26.3pp |
| Annual return | 0.11% | 6.23%-6.1pp | 13.22%-13.1pp | 4.54%-4.4pp |
| Employer contribution / active EE | $4,512 | $2,946+53.1% | $5,151-12.4% | $1,882+139.8% |
| Participant deferral / active EE | $7,180 | $4,493+59.8% | $6,230+15.3% | $3,022+137.6% |
| Admin fee / account holder | $15 | $506-97.1% | $9,015-99.8% | $592-97.5% |