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 CORPORATION3+ years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 55 · EIN 35-1151034 | Other Commissions | $18,749 |
Service code 37 · EIN 04-2647786 | Loan Processing | $700 |
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 | $60,341 | $80,753-25.3% | $136,294-55.7% | $62,292-3.1% |
| Participation rate | 92.6% | 73.5%+19.1pp | 81.9%+10.7pp | 69.5%+23.1pp |
| Annual return | 18.84% | 35.83%-17.0pp | 5155.94%-5137.1pp | 28.90%-10.1pp |
| Employer contribution / active EE | $2,091 | $2,884-27.5% | $4,695-55.5% | $2,042+2.4% |
| Participant deferral / active EE | $5,408 | $5,164+4.7% | $6,247-13.4% | $3,169+70.7% |
| Admin fee / account holder | $3 | $525-99.4% | $9,243-100.0% | $479-99.3% |