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 RETIREMENT SERVICES Service code 13 · EIN 35-0472300 PO BOX 2212 · FORT WAYNE, IN 46801 | Contract Administrator | $4,666 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,249 | $64,707-81.1% | $112,228-89.1% | $68,494-82.1% |
| Participation rate | 92.8% | 67.2%+25.6pp | 75.1%+17.7pp | 67.9%+24.9pp |
| Annual return | -10.41% | -11.40%+1.0pp | 27.45%-37.9pp | -7.84%-2.6pp |
| Employer contribution / active EE | $1,796 | $2,746-34.6% | $3,635-50.6% | $2,596-30.8% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $44 | $5,232-99.2% | $6,410-99.3% | $5,403-99.2% |