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 |
|---|---|---|
Filed as: LINCOLN INVESTMENT PLANNING INC Service code 27 · EIN 23-1702591 | Advisory (Plan) | $23,295 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,403 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,639 | $73,638-48.9% | $95,952-60.8% | $73,488-48.8% |
| Participation rate | 56.3% | 76.2%-19.9pp | 77.1%-20.8pp | 70.7%-14.4pp |
| Annual return | 8.76% | 16.78%-8.0pp | 91.61%-82.8pp | 28.51%-19.7pp |
| Employer contribution / active EE | $1,017 | $1,863-45.4% | $2,541-60.0% | $2,270-55.2% |
| Participant deferral / active EE | $1,956 | $3,617-45.9% | $4,167-53.1% | $3,740-47.7% |
| Admin fee / account holder | $47 | $482-90.3% | $6,795-99.3% | $513-90.8% |