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 CORPORATION2+ years Filed as: LINCOLN FINANCIAL GROUP Service code 27 · EIN 35-0472300 PO BOX 2212 · FORT WAYNE, IN 46081 | Advisory (Plan) | $34,736 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,633 | $44,960-25.2% | $84,966-60.4% | $74,495-54.9% |
| Participation rate | 95.0% | 49.4%+45.6pp | 67.5%+27.5pp | 67.2%+27.8pp |
| Annual return | 27.88% | 26.24%+1.6pp | 66.38%-38.5pp | 1364.94%-1337.1pp |
| Employer contribution / active EE | $1,949 | $1,457+33.7% | $2,727-28.5% | $2,623-25.7% |
| Participant deferral / active EE | $4,571 | $2,731+67.4% | $4,519+1.1% | $4,346+5.2% |
| Admin fee / account holder | $155 | $2,209-93.0% | $6,149-97.5% | $1,942-92.0% |