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 26 · EIN 71-0294708 | Advisory (Participants) | $39,357 |
Filed as: LINCOLN FINANCIAL ADVISORS Service code 99 · EIN 11-1000111 | Other Fees | $35,764 |
MORNINGSTAR4+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $4,729 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $87,413 | $58,083+50.5% | $80,019+9.2% | $56,287+55.3% |
| Participation rate | 99.3% | 73.6%+25.7pp | 75.8%+23.4pp | 69.9%+29.4pp |
| Annual return | -4.32% | 34.61%-38.9pp | 11.22%-15.5pp | -9.96%+5.6pp |
| Employer contribution / active EE | $408 | $1,932-78.9% | $2,468-83.5% | $2,111-80.7% |
| Participant deferral / active EE | $3,783 | $3,135+20.7% | $3,686+2.6% | $3,350+12.9% |
| Admin fee / account holder | $265 | $623-57.4% | $6,521-95.9% | $521-49.1% |