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 CORPORAT Service code 99 · EIN 35-1151034 | Other Fees | $77,914 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $26,644 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,145 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,788 | $185,342-46.7% | $111,297-11.2% | $86,799+13.8% |
| Participation rate | 88.5% | 81.0%+7.5pp | 77.3%+11.2pp | 72.3%+16.2pp |
| Annual return | 13.16% | 500.80%-487.6pp | 54.65%-41.5pp | 97.91%-84.7pp |
| Employer contribution / active EE | $5,155 | $2,246+129.5% | $2,731+88.7% | $2,405+114.3% |
| Participant deferral / active EE | $3,853 | $4,458-13.6% | $4,487-14.1% | $4,131-6.7% |
| Admin fee / account holder | $71 | $255-72.4% | $7,964-99.1% | $170-58.4% |