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 |
|---|---|---|
Filed as: LINCOLN ALLIANCE Service code 27 · EIN 35-0472300 | Advisory (Plan) | $23,214 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,853 | $58,083-21.1% | $80,019-42.7% | $56,287-18.5% |
| Participation rate | 72.7% | 73.6%-0.9pp | 75.8%-3.1pp | 69.9%+2.9pp |
| Annual return | -5.68% | 34.61%-40.3pp | 11.22%-16.9pp | -9.96%+4.3pp |
| Employer contribution / active EE | $1,524 | $1,932-21.1% | $2,468-38.2% | $2,111-27.8% |
| Participant deferral / active EE | $3,369 | $3,135+7.5% | $3,686-8.6% | $3,350+0.6% |
| Admin fee / account holder | $12 | $623-98.0% | $6,521-99.8% | $521-97.6% |