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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
LINCOLN NATIONAL CORPORATION3+ years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 55 · EIN 35-1151034 | Other Commissions | $0 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN FINANCIALADVISORS CORP Service code 55 | 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 | $228,210 | $89,739+154.3% | $149,718+52.4% | $62,292+266.4% |
| Participation rate | 91.7% | 85.1%+6.6pp | 87.1%+4.6pp | 69.5%+22.2pp |
| Annual return | 18.01% | 21.01%-3.0pp | 1501.63%-1483.6pp | 28.90%-10.9pp |
| Employer contribution / active EE | $4,692 | $3,233+45.1% | $5,445-13.8% | $2,042+129.8% |
| Participant deferral / active EE | $7,792 | $4,797+62.4% | $6,569+18.6% | $3,169+145.9% |
| Admin fee / account holder | -$153 | $551-127.7% | $11,283-101.4% | $479-131.9% |