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 CORPORATION10+ years Filed as: LINCOLN FINANCIAL ADVISORS CORP. Service code 55 · EIN 35-1151034 | Other Commissions | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,504 | $64,480-29.4% | $81,382-44.1% | $80,856-43.7% |
| Participation rate | 97.8% | 63.9%+33.9pp | 69.5%+28.3pp | 67.6%+30.2pp |
| Annual return | 10.83% | 16.34%-5.5pp | 24.73%-13.9pp | 35.59%-24.8pp |
| Employer contribution / active EE | $840 | $1,978-57.6% | $2,463-65.9% | $2,755-69.5% |
| Participant deferral / active EE | $1,294 | $3,094-58.2% | $3,883-66.7% | $4,296-69.9% |
| Admin fee / account holder | $17 | $5,671-99.7% | $5,768-99.7% | $6,918-99.8% |