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 CORPORATION2+ years Service code 15 · EIN 35-1140070 | Recordkeeping | $84,591 |
Service code 12 · EIN 13-3689044 | Participant communication; Shareholde... | $6,177 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $564 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $46,811 | $74,552-37.2% | $62,995-25.7% | $69,631-32.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 12.26% | 15.77%-3.5pp | 87.57%-75.3pp | 27571.02%-27558.8pp |
| Employer contribution / active EE | $3,565 | $2,929+21.7% | $2,759+29.2% | $2,032+75.4% |
| Participant deferral / active EE | $2,609 | $2,974-12.3% | $3,329-21.6% | $3,224-19.1% |
| Admin fee / account holder | $87 | $59+47.2% | $3,600-97.6% | $110-20.8% |