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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,589 |
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 61 · EIN 35-1151034 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $71,459 | $75,183-5.0% | $123,892-42.3% | $55,167+29.5% |
| Participation rate | 59.4% | 72.8%-13.4pp | 81.4%-22.0pp | 69.0%-9.6pp |
| Annual return | 9.53% | 19.01%-9.5pp | 47.52%-38.0pp | 169.23%-159.7pp |
| Employer contribution / active EE | $1,304 | $2,823-53.8% | $4,617-71.7% | $1,963-33.5% |
| Participant deferral / active EE | $4,119 | $5,084-19.0% | $5,984-31.2% | $3,054+34.9% |
| Admin fee / account holder | $10 | $663-98.5% | $8,357-99.9% | $504-98.1% |