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 CORPORATION3+ years Filed as: LINCOLN FINANCIAL GROUP Service code 27 · EIN 35-0472300 PO BOX 2212 · FORT WAYNE, IN 46081 | Advisory (Plan) | $42,060 |
Service code 15 · EIN 94-2456320 PO BOX 1282 · CHICO, CA 95928 | Recordkeeping | $9,293 |
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 | $32,771 | $48,750-32.8% | $88,946-63.2% | $74,304-55.9% |
| Participation rate | 93.5% | 44.5%+49.0pp | 68.8%+24.6pp | 60.3%+33.1pp |
| Annual return | 11.16% | 25.91%-14.7pp | 57.82%-46.7pp | 29.43%-18.3pp |
| Employer contribution / active EE | $1,671 | $1,255+33.1% | $2,555-34.6% | $2,241-25.5% |
| Participant deferral / active EE | $4,006 | $2,423+65.3% | $4,581-12.6% | $3,767+6.3% |
| Admin fee / account holder | $168 | $3,756-95.5% | $8,261-98.0% | $2,969-94.3% |