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 50 · EIN 04-2647786 | Direct Payment | $44,254 |
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN INVESTMENT PLANNING INC Service code 27 · EIN 23-1702591 | Advisory (Plan) | $23,986 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,722 | $46,761-15.1% | $106,619-62.7% | $57,658-31.1% |
| Participation rate | 93.3% | 56.9%+36.4pp | 78.0%+15.3pp | 70.2%+23.0pp |
| Annual return | 12.92% | 15.77%-2.9pp | 9.42%+3.5pp | 5.13%+7.8pp |
| Employer contribution / active EE | $1,812 | $1,274+42.2% | $3,947-54.1% | $1,974-8.2% |
| Participant deferral / active EE | $5,070 | $1,954+159.4% | $3,930+29.0% | $3,061+65.6% |
| Admin fee / account holder | $110 | $97+13.6% | $6,418-98.3% | $95+16.2% |