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 37 · EIN 04-2647786 | Loan Processing | $41,716 |
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN INVESTMENT PLANNING INC Service code 27 · EIN 23-1702591 | Advisory (Plan) | $14,995 |
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 | $96,340 | $60,165+60.1% | $74,183+29.9% | $55,167+74.6% |
| Participation rate | 99.1% | 74.2%+25.0pp | 76.6%+22.5pp | 69.0%+30.1pp |
| Annual return | 4.35% | 10.00%-5.6pp | 17.74%-13.4pp | 169.23%-164.9pp |
| Employer contribution / active EE | $2,240 | $1,600+40.0% | $2,370-5.5% | $1,963+14.1% |
| Participant deferral / active EE | $4,536 | $2,973+52.6% | $3,550+27.8% | $3,054+48.5% |
| Admin fee / account holder | $238 | $419-43.2% | $5,586-95.7% | $504-52.8% |