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 CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $26,017 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 27 · EIN 36-4291971 | Advisory (Plan) | $7,950 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,724 | $79,700-8.8% | $153,432-52.6% | $74,546-2.4% |
| Participation rate | 85.0% | 69.8%+15.2pp | 77.1%+7.9pp | 67.2%+17.8pp |
| Annual return | 12.49% | 15.07%-2.6pp | 15.66%-3.2pp | 1366.03%-1353.5pp |
| Employer contribution / active EE | $4,723 | $4,016+17.6% | $5,038-6.2% | $2,624+80.0% |
| Participant deferral / active EE | $4,434 | $5,315-16.6% | $6,757-34.4% | $4,347+2.0% |
| Admin fee / account holder | $93 | $1,790-94.8% | $12,725-99.3% | $1,944-95.2% |