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 CORPORATION7+ years Filed as: LINCOLN FINANCIAL ADVISORS CORP. Service code 55 · EIN 35-1151034 | Other Commissions | $12,751 |
Filed as: DAVIDSON, HOLLAND, WHITESE & CO. Service code 10 · EIN 56-1706742 | Accounting | $10,300 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,948 | $59,584-34.6% | $86,874-55.2% | $79,386-50.9% |
| Participation rate | 85.3% | 67.7%+17.6pp | 71.6%+13.6pp | 70.7%+14.6pp |
| Annual return | 11.30% | 23.15%-11.9pp | 63.52%-52.2pp | 116.85%-105.6pp |
| Employer contribution / active EE | $711 | $1,768-59.8% | $2,495-71.5% | $2,427-70.7% |
| Participant deferral / active EE | $1,179 | $3,036-61.2% | $3,699-68.1% | $4,046-70.9% |
| Admin fee / account holder | $81 | $604-86.6% | $5,828-98.6% | $626-87.1% |