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 COMPE Service code 99 · EIN 11-1000111 | Other Fees | $37,562 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,936 |
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 | $106,195 | $66,310+60.1% | $93,606+13.4% | $65,185+62.9% |
| Participation rate | 99.3% | 74.0%+25.3pp | 75.8%+23.4pp | 70.2%+29.1pp |
| Annual return | 21.47% | 42.58%-21.1pp | 32.76%-11.3pp | 29.38%-7.9pp |
| Employer contribution / active EE | $315 | $2,012-84.3% | $2,718-88.4% | $2,177-85.5% |
| Participant deferral / active EE | $4,263 | $3,342+27.6% | $4,069+4.8% | $3,514+21.3% |
| Admin fee / account holder | $284 | $6,897-95.9% | $7,888-96.4% | $847-66.5% |