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 CORPORATION8 years Service code 14 · EIN 35-0472300 | Plan Administrator | $92,676 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 27 · EIN 26-4310632 | Advisory (Plan) | $38,079 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,924 | $98,727-31.2% | $113,168-40.0% | $85,563-20.6% |
| Participation rate | 87.2% | 80.8%+6.4pp | 76.6%+10.7pp | 66.0%+21.3pp |
| Annual return | 18.02% | 17.43%+0.6pp | 24.27%-6.2pp | 31.51%-13.5pp |
| Employer contribution / active EE | $1,326 | $2,907-54.4% | $2,975-55.4% | $2,654-50.0% |
| Participant deferral / active EE | $4,038 | $5,424-25.6% | $5,107-20.9% | $4,375-7.7% |
| Admin fee / account holder | $171 | $357-51.9% | $12,068-98.6% | $834-79.4% |