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 CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $175,118 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $12,500 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 10 · EIN 36-4291971 | Accounting | $6,750 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,482 | $76,774-60.3% | $112,228-72.8% | $77,904-60.9% |
| Participation rate | 85.0% | 80.2%+4.8pp | 75.1%+9.9pp | 73.7%+11.3pp |
| Annual return | -9.25% | -10.25%+1.0pp | 27.45%-36.7pp | 12.21%-21.5pp |
| Employer contribution / active EE | $1,386 | $3,977-65.1% | $3,635-61.9% | $2,848-51.3% |
| Participant deferral / active EE | $4,335 | $3,778+14.7% | $4,728-8.3% | $4,806-9.8% |
| Admin fee / account holder | $93 | $239-60.9% | $6,410-98.5% | $133-29.5% |