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 3-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 CORPORATION1+ years Filed as: LINCOLN FINANCIAL GROUP Service code 27 · EIN 35-0472300 PO BOX 2212 · FORT WAYNE, IN 46081 | Advisory (Plan) | $26,527 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,443 | $41,078-38.1% | $80,569-68.4% | $71,457-64.4% |
| Participation rate | 87.9% | 50.2%+37.7pp | 67.0%+20.9pp | 67.9%+20.0pp |
| Annual return | 14.33% | 38.45%-24.1pp | 935.43%-921.1pp | 28.85%-14.5pp |
| Employer contribution / active EE | $1,751 | $1,506+16.3% | $2,723-35.7% | $2,588-32.3% |
| Participant deferral / active EE | $3,790 | $2,699+40.4% | $4,447-14.8% | $4,289-11.6% |
| Admin fee / account holder | $128 | $1,840-93.1% | $5,377-97.6% | $1,587-92.0% |