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 CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $17,661 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 27 · EIN 36-4291971 | Advisory (Plan) | $11,925 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,084 | $69,454+25.4% | $180,183-51.7% | $74,304+17.2% |
| Participation rate | 95.1% | 61.8%+33.3pp | 77.4%+17.7pp | 60.3%+34.8pp |
| Annual return | 14.59% | 25.86%-11.3pp | 27.86%-13.3pp | 29.43%-14.8pp |
| Employer contribution / active EE | $3,716 | $3,155+17.8% | $5,039-26.3% | $2,241+65.8% |
| Participant deferral / active EE | $5,160 | $4,662+10.7% | $6,822-24.4% | $3,767+37.0% |
| Admin fee / account holder | $88 | $3,036-97.1% | $19,975-99.6% | $2,969-97.0% |