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 CORPORATION5+ years Filed as: LINCOLN FINANCIAL ADVISORS Service code 99 · EIN 34-1531319 | Other Fees | $61,230 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $13,276 |
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 | $85,854 | $73,404+17.0% | $87,100-1.4% | $67,579+27.0% |
| Participation rate | 94.2% | 80.9%+13.4pp | 76.9%+17.4pp | 71.3%+23.0pp |
| Annual return | 22.61% | 48.29%-25.7pp | 28.19%-5.6pp | 378.56%-355.9pp |
| Employer contribution / active EE | $4,283 | $2,014+112.7% | $2,521+69.9% | $2,148+99.4% |
| Participant deferral / active EE | $3,589 | $3,913-8.3% | $4,049-11.3% | $3,539+1.4% |
| Admin fee / account holder | $39 | $142-72.4% | $7,497-99.5% | $142-72.5% |