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 CORPORATION4 years Filed as: LINCOLN FINANCIAL ADVISORS CORPORAT Service code 99 · EIN 35-1151034 | Other Fees | $70,880 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $16,343 |
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 | $94,886 | $79,519+19.3% | $95,952-1.1% | $73,409+29.3% |
| Participation rate | 96.4% | 81.2%+15.2pp | 77.1%+19.3pp | 72.2%+24.2pp |
| Annual return | 14.47% | 19.20%-4.7pp | 91.61%-77.1pp | 59.29%-44.8pp |
| Employer contribution / active EE | $5,080 | $2,048+148.1% | $2,541+99.9% | $2,234+127.4% |
| Participant deferral / active EE | $3,782 | $4,138-8.6% | $4,167-9.2% | $3,805-0.6% |
| Admin fee / account holder | $45 | $184-75.8% | $6,795-99.3% | $158-71.8% |