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 CORPORATION2 years Filed as: LINCOLN FINANCIAL ADVISORS COMPE Service code 99 · EIN 11-1000111 | Other Fees | $40,421 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,137 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,465 | $70,908+69.9% | $98,907+21.8% | $73,488+63.9% |
| Participation rate | 78.3% | 73.8%+4.5pp | 76.0%+2.3pp | 70.7%+7.6pp |
| Annual return | 13.10% | 34.17%-21.1pp | 196.43%-183.3pp | 28.51%-15.4pp |
| Employer contribution / active EE | $373 | $2,036-81.7% | $2,689-86.1% | $2,270-83.6% |
| Participant deferral / active EE | $3,733 | $3,500+6.7% | $4,244-12.0% | $3,740-0.2% |
| Admin fee / account holder | $298 | $535-44.2% | $6,642-95.5% | $513-41.9% |