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 7-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 CORPORATION1+ years Service code 26 · EIN 35-0472300 | Advisory (Participants) | $5,234 |
Participant contribution per participant 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 | $39,055 | $98,982-60.5% | $162,163-75.9% | $65,185-40.1% |
| Participation rate | 89.7% | 85.8%+3.9pp | 87.6%+2.1pp | 70.2%+19.5pp |
| Annual return | 0.00% | 24.84%-24.8pp | 115.59%-115.6pp | 29.38%-29.4pp |
| Employer contribution / active EE | $2,248 | $3,467-35.2% | $5,614-60.0% | $2,177+3.3% |
| Participant deferral / active EE | $2,484 | $5,384-53.9% | $7,298-66.0% | $3,514-29.3% |
| Admin fee / account holder | $44 | $596-92.7% | $10,843-99.6% | $847-94.8% |