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 CORPORATION2+ years Service code 15 · EIN 35-1140070 | Recordkeeping | $0 |
Form 5500 reported that benefits due were not provided when due.
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 | $32,636 | $56,054-41.8% | $171,082-80.9% | $62,891-48.1% |
| Participation rate | 78.6% | 62.9%+15.7pp | 76.7%+1.9pp | 69.3%+9.3pp |
| Annual return | 8.48% | 22.52%-14.0pp | 32.56%-24.1pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,356 | $1,731-21.7% | $4,002-66.1% | $2,281-40.5% |
| Participant deferral / active EE | $2,162 | $3,158-31.5% | $4,797-54.9% | $3,203-32.5% |
| Admin fee / account holder | $7 | $3,647-99.8% | $8,520-99.9% | $4,296-99.8% |