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 CORPORATION4+ years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 55 · EIN 35-1151034 | Other Commissions | $58,609 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,139 |
Annual investment return 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 | $152,636 | $73,102+108.8% | $123,544+23.5% | $56,287+171.2% |
| Participation rate | 96.6% | 74.3%+22.3pp | 82.3%+14.3pp | 69.9%+26.7pp |
| Annual return | -7.43% | 3.01%-10.4pp | 119.20%-126.6pp | -9.96%+2.5pp |
| Employer contribution / active EE | $4,817 | $2,977+61.8% | $4,628+4.1% | $2,111+128.2% |
| Participant deferral / active EE | $12,381 | $5,423+128.3% | $6,426+92.7% | $3,350+269.6% |
| Admin fee / account holder | $7 | $554-98.8% | $9,284-99.9% | $521-98.7% |