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 15 · EIN 48-1205033 | Recordkeeping | $13,127 |
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN FINANCIAL SECURITIES CORP. Service code 27 2620 PREACHERSVILLE RD · STANFORD, KY 404848912 | Advisory (Plan) | $5,430 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $36,771 | $78,422-53.1% | $95,952-61.7% | $79,858-54.0% |
| Participation rate | 52.0% | 73.5%-21.4pp | 77.1%-25.0pp | 69.6%-17.6pp |
| Annual return | 26.57% | 19.37%+7.2pp | 91.61%-65.0pp | 31.71%-5.1pp |
| Employer contribution / active EE | $538 | $1,945-72.3% | $2,541-78.8% | $2,471-78.2% |
| Participant deferral / active EE | $1,358 | $3,440-60.5% | $4,167-67.4% | $3,740-63.7% |
| Admin fee / account holder | $195 | $5,622-96.5% | $6,795-97.1% | $5,306-96.3% |