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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,683 |
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN INVESTMENT PLANNING INC Service code 27 601 OFFICE CENTER DR STE 300 · FORT WASHINGTON, PA 19034 | Advisory (Plan) | $19,197 |
Annual investment return 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 | $46,628 | $89,739-48.0% | $149,718-68.9% | $62,292-25.1% |
| Participation rate | 95.7% | 85.1%+10.6pp | 87.1%+8.6pp | 69.5%+26.2pp |
| Annual return | 11.98% | 21.01%-9.0pp | 1501.63%-1489.7pp | 28.90%-16.9pp |
| Employer contribution / active EE | $2,806 | $3,233-13.2% | $5,445-48.5% | $2,042+37.4% |
| Participant deferral / active EE | $3,145 | $4,797-34.4% | $6,569-52.1% | $3,169-0.8% |
| Admin fee / account holder | $206 | $551-62.7% | $11,283-98.2% | $479-57.1% |