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 Service code 63 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | 12b-1 Fees | $52,665 |
ASSOCIATED PENSION CONSULTANTS5+ years Service code 63 · EIN 11-3271022 111 EXPRESS STREET · PLAINVIEW, NY 11803 | 12b-1 Fees | $9,151 |
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 | $47,932 | $50,666-5.4% | $76,817-37.6% | $65,185-26.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 72.1%+27.9pp | 70.2%+29.8pp |
| Annual return | 17.39% | 28.51%-11.1pp | 1166.11%-1148.7pp | 29.38%-12.0pp |
| Employer contribution / active EE | $2,671 | $1,575+69.6% | $2,302+16.0% | $2,177+22.7% |
| Participant deferral / active EE | $4,817 | $2,647+82.0% | $3,336+44.4% | $3,514+37.1% |
| Admin fee / account holder | $215 | $463-53.6% | $6,420-96.7% | $847-74.6% |